Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Ryan Flurie is a CFP® with 15 years of industry experience. He is currently with Beam Wealth Advisors, Inc. and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial, LLC, and The Vanguard Group, Inc. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Jaime Cutter is a financial advisor at RiversEdge Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for seven years and Discover Financial Services for two years. Jaime is based in Wilmington, Delaware. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach, primarily using ETFs and strategic asset allocations tailored to client goals and risk tolerances.

Donald Kalil is a financial advisor at Affinity Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Affinity since 1985, transitioning to the current firm structure in 2018. Affinity Wealth Management LLC is a registered wealth management firm overseeing approximately $872.5 million in discretionary assets for over 600 clients. The firm utilizes a primarily long-term, customized investment approach incorporating fundamental, technical, cyclical, and charting analyses across various asset classes, and provides services including portfolio management, financial planning, and retirement plan advisory.

Michael D'Antonio is a Certified Financial Planner (CFP®) with 10 years of industry experience. He currently serves at DT Investment Partners, LLC and previously worked for The Vanguard Group, Inc. and Vanguard Marketing Corporation for a decade. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs an active management approach that combines fundamental and technical analysis to tactically adjust asset allocations across multiple asset classes.

Tracy McGuire is a CFP® professional at Brandywine Oak Private Wealth LLC with 36 years of industry experience. She has worked at Merrill, Bank of America, Wyeth Private Wealth, and Purshe Kaplan Sterling Investments before joining her current firm. She is also a trustee for her sister's trust and a licensed independent insurance agent. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach that emphasizes low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles.

Abigail Mccloskey is a CFP® with seven years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. Prior to joining Affinity, she worked at Pike Creek Financial Group and Entirety Insurance, LLC. She is also registered as an independent insurance agent. Affinity Wealth Management LLC is a SEC-registered firm managing approximately $872.5 million in discretionary assets for about 639 clients through an 11-advisor team. The firm offers comprehensive wealth management services with a primarily long-term, customized investment approach and maintains a common-control relationship with an affiliated accounting and tax services firm.

Timothy Thomas is a financial advisor at Members Wealth LLC in Media, PA, holding Series 65 and Series 66 credentials with 16 years of industry experience. His work history includes positions at BNY Mellon Advisors, Lockwood Financial Services, and various investment firms prior to joining Members Wealth LLC. Members Wealth LLC is a five-advisor team that provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and selected individual securities, with a portfolio management approach that incorporates options and derivatives for hedging and tactical purposes.

Brian Carney is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently a partner at Riversedge Advisors and RiversEdge Business Solutions, with prior roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he is involved in a public accounting firm affiliated with RiversEdge and owns an independent insurance agency. RiversEdge Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a modern portfolio theory approach with primarily ETF-based strategic allocations, complemented by third-party manager recommendations and integrated technology platforms.

Marisa Facciolo is a Series 66-licensed financial advisor with five years of industry experience, currently with RiversEdge Advisors. She previously worked at Truist Investment Services, Hawthorn/PNC Family Watch, and BNY Mellon. Outside of her advisory role, she owns Present Best with Marisa, a business focused on coaching and mentoring women in career and personal development. RiversEdge Advisors serves individuals, high-net-worth clients, 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, primarily utilizing ETFs and integrated wealth management tailored to clients' goals and risk tolerances.

Erin Eliason is a financial advisor at RiversEdge Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at RiversEdge Advisors since 2020. Prior to that, she was employed at M HOLDINGS SECURITIES, Inc. and Newton One Advisors. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach relies on modern portfolio theory, employing strategic asset allocations primarily with ETFs, along with rebalancing and selective shorter-term trades.

Brendan Keane is a Series 65-licensed financial advisor at Smithbridge Asset Management, Inc. with two years of industry experience. Prior to joining Smithbridge, he worked at TMNAS Services and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and offers both individualized account management and model portfolio solutions.

Ashley Howard is a Series 65 credentialed advisor with Diversified, LLC in Wilmington, DE, bringing one year of industry experience. Prior to joining Diversified, LLC in 2024, Howard worked at Information to Imaging Technologies from 2013 to 2017. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing asset management and utilizes both third-party managers and automated platforms to tailor portfolios.

Ravi Dattani is a CFP® with five years of industry experience and is currently a managing member at AssetBook, LLC, a software company that provides portfolio accounting solutions to investment advisors. He has been affiliated with Schiavi + Dattani since 1998. Clariti Wealth Advisors is a registered investment adviser serving individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, using diversified portfolios across multiple asset classes and a mix of active and passive strategies, with an emphasis on manager selection and ongoing monitoring.

William Kreicker is a CFA® charterholder with nine years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Co. from 2001 to 2018. Chadds Ford Wealth Partners is an employee-owned wealth management firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers customized financial planning and investment management, utilizing strategic and tactical asset allocation across various asset classes and incorporating client ESG preferences through independent research providers.

Stephen Crifasi is a CFP® professional with 4 years of industry experience. He is currently with Westover Capital Advisors, LLC and previously worked at Glenmede Trust Company and Wilmington Trust Company. Westover Capital Advisors is a team-based SEC-registered investment adviser serving individual investors, foundations, pension, and charitable organizations. The firm combines fundamental and quantitative research with technical analysis, employing both long-term and tactical strategies, and coordinates with third-party professionals on tax, estate, and legacy planning.

Stephen Scialo is a financial advisor with Key Group Management, Inc., holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovate Advisors, Mallie LLP, Avantax Insurance Services, and UBS Financial Services. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental analysis and multiple investment strategies without discretionary trading authority, and coordinates tax planning and accounting through an affiliated tax practice.

Timothy Deangelo is a CFA® charterholder with five years of industry experience. He is currently with Smithbridge Asset Management, Inc., where he has worked since 2024. His prior experience includes roles at Creative Planning, LLC, Daniels + Tansey, LLP, and Wharton Business Group, LLC. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, endowments, and institutional clients. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, alongside diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

Max Berger is a CFP® with eight years of industry experience, currently serving as an advisor at Diversified, LLC in Wilmington, DE. He previously worked at SEI Investment Management Corp for five years before joining Diversified in 2021. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process followed by ongoing reviews and offers tailored portfolio strategies through a combination of third-party managers, automated rebalancing, and manual oversight.

Kay Kidwell is a CFP® professional at RiversEdge Advisors with 18 years of industry experience. Prior to joining RiversEdge Advisors, Kidwell worked at Fidelity Investments and The Haverford Trust Company. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily utilizes ETFs, rebalancing, and independent managers, supported by technology platforms and custodial relationships.