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.

Samuel Hyland is a financial advisor with Walnut Green Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. He has worked with Walnut Green Asset Management since 2013 and is also involved with Chalk Creek SLP, LP and Chalk Creek Partners GenPar, LLC. Outside of his advisory role, Hyland is a semi-passive investor in Rukket LLC, a sporting goods company, and holds minority ownership in LiveOne LLC, a social media company, among other business interests. Walnut Green Asset Management provides discretionary portfolio management primarily for high-net-worth individuals and related entities. The firm manages separate accounts using a long-term, fundamentals-based, buy-and-hold approach and serves as co-investment adviser and manager to a private pooled vehicle, employing a combination of equity compounding and tactical positioning across asset classes.

Atul Varma is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with Burnett Lane Advisors, LLC and has prior experience at Hamilton Lane and BNY Mellon. Outside of financial services, he is the founder and managing member of Care Home Health, LLC, a non-medical home care agency providing services to seniors and disabled individuals. Burnett Lane Advisors offers discretionary investment management and financial planning services primarily to individuals, families, trusts, estates, retirement accounts, charitable organizations, and small institutions. The firm employs a quantitative, performance-focused, long-term investment strategy, utilizing equities, ETFs, and index-based instruments while incorporating limited use of leveraged and inverse ETFs and options when authorized.

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 with Auerbach Investment Services, LLC, holding Series 63 and Series 65 licenses and with four years of industry experience. Her prior roles include positions at Northwestern Mutual and Adam Gilson. She is also a licensed insurance producer, selling insurance policies alongside her advisory work. Auerbach Investment Services, LLC provides discretionary and non-discretionary investment management and pension consulting to individuals, corporations, and retirement plans, managing approximately $150.2 million in assets. The firm employs a range of investment strategies across various instruments and conducts ongoing assessments of clients’ risk tolerance and time horizons.

Jay Painter is a financial advisor with Eagle Investment Advisors in Downingtown, PA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Eagle Investment Advisors since 2006. Eagle Investment Advisors provides discretionary and limited non-discretionary portfolio management and financial advice to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on developing written investment policies and diversified portfolios tailored to client goals and risk tolerance, with ongoing monitoring and formal reviews.

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.

Philip Mascherino is a financial advisor at Megaannum Capital, LLC with 11 years of industry experience. He has worked at Mascherino Financial Group since 2016 and at Anthony J. Mascherino, CPA since 2009. In addition to his advisory roles, he provides insurance services through Mascherino Financial Group and performs general office work for Anthony J. Mascherino. Megaannum Capital, LLC offers discretionary portfolio management primarily to individual investors and charitable organizations. The firm focuses on aligning portfolios with clients’ goals, time horizons, and risk tolerance through Investment Policy Statements and emphasizes identifying undervalued stocks using macroeconomic, fundamental, and technical analysis.

Sally Sulcove is a CFP® and CFA® with 22 years of experience in financial advising. She has been with O’Brien Greene & Co. Inc. since 2002. O’Brien Greene & Co. Inc. serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and occasional 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with modest use of ETFs and a dedicated fixed-income component for income and liquidity.

John Fattibene is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Harvest Financial Partners since 2008. He serves as a director of County Savings Bank in Pennsylvania, a role he began in 2024. Harvest Financial Partners is an independent, fee-only advisory firm led by two principals that serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses fundamental analysis focused on dividend-paying, larger-cap, quality companies and investment-grade fixed income, tailoring portfolios and share-class selections to each client’s circumstances.

Abigail Vick is a financial advisor at Paradigm Money Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Paradigm Money Management since 2019. In addition to her advisory role, she is involved with Paradigm Insurance Services, LLC, where she spends approximately half of her time as a licensed insurance agent focused on fixed insurance sales. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and businesses, specializing in tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms rather than managing client assets directly.

Stephen Blumenthal is a financial advisor at CMG Capital Management Group, Inc. in Malvern, PA, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CMG since 1994, where he serves as CEO and CIO. Prior to CMG, he worked at Purshe Kaplan Sterling Investments, Amera Securities, and Metric Financial. CMG Capital Management Group serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and provides asset-management platform services to other advisers. The firm employs systematic, quantitative, and tactical strategies across a broad range of asset classes and manages affiliated pooled vehicles and private investment opportunities.

Brent Gomer is a financial advisor at BTG Capital LLC with seven years of industry experience. Prior to joining BTG Capital in 2025, he worked at Morgan Stanley Distribution, Inc. for six years and Houlihan Lokey Capital, Inc. for two years. He holds Series 63 and Series 65 licenses. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individual and institutional clients. The firm combines passive and active investment strategies and employs fundamental, technical, cyclical, and charting analysis to manage portfolios, with an emphasis on longer-term holdings and the potential inclusion of alternative assets.

Taylor Kishfy is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Viable Planning, LLC and previously worked at Bgs Capital Management and Cetera Investment Advisers LLC. Kishfy serves as a board member of the Franklin Lakes Chamber of Commerce. 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, top-down macroeconomic approach focused on behavioral finance and asset allocation, primarily using ETFs with modest tactical adjustments.

Jennifer Weinstein is a financial advisor at Ridgewood Capital Management with 24 years of industry experience. She holds a Series 65 designation and has been with Ridgewood Capital Management since 2000. Outside of her advisory role, she works as a Technology Associate for the West Chester Area School District, overseeing all technology usage related to an elementary school. Ridgewood Capital Management provides discretionary investment management and portfolio services to individual and high-net-worth clients, managing approximately $39 million across about 80 accounts. The firm employs a mix of fundamental, technical, charting, and cyclical analysis with quarterly portfolio reviews and maintains custody through third-party custodians.

Christopher Nawn is an advisor at Paoli Financial Advisors, Ltd. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of Nawn and Company, CPA’s, providing tax and accounting services, and is involved in managing several restaurant and aviation-related businesses. Paoli Financial Advisors is a small, state-registered firm serving primarily high-net-worth individuals and retirement plan sponsors. The firm offers ongoing asset management and retirement plan consulting, managing accounts mostly on a non-discretionary basis and constructing diversified portfolios using fundamental analysis.

Caleb Ray is a financial advisor at Benchmark Financial, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc. Caleb also serves as Assistant Director at the University of Delaware, overseeing student employees in a non-investment-related role. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach emphasizes passive portfolio construction based on Modern Portfolio Theory, utilizing index funds, ETFs, and fixed income instruments.

Donald Nicholson is a financial advisor with Donald W. Nicholson & Associates Ltd in Wilmington, DE, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with his current firm since 1996. In addition to his advisory role, he is involved in insurance sales. Donald W. Nicholson & Associates serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, managing over $171 million in assets. The firm provides non-discretionary asset management, personal financial planning, and retirement plan consulting, utilizing model portfolios through Schwab’s Institutional Intelligent Portfolios program.