Michael Chisnell Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at Bruton Chisnell Advisors, LLC in Downingtown, PA. His prior roles include positions at Valmark Securities, Inc. and Sequoia Financial Group, LLC. Outside of his advisory work, he is a partner in Ignite Brewing Company, Ltd. and serves on the Board of Governors and Finance Committee for the Tuscora Park Health & Wellness Foundation. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm emphasizes fundamental analysis and tailored asset allocation, with ongoing portfolio monitoring and a combination of third-party managers and in-house oversight.

Matthew Ihlein is a financial advisor at Traynor Capital Management in Malvern, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Traynor Capital Management since 2015. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized portfolio strategies that incorporate tax considerations when appropriate.

Matthew Mainwaring is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with Key Financial, Inc. and OSAIC, where he has worked since 2021. Prior to that, he held roles at Scott Honda of West Chester and College Hunks Hauling Junk and Moving. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes long-term, asset-allocation-driven portfolios based on Modern Portfolio Theory and integrates planning with portfolio monitoring using discretionary accounts custodied at Pershing/Osaic Wealth.

Jake Burnham is a financial advisor at Ballast Financial Advisors, LLC in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. His background includes teaching positions at West Chester University and Montgomery County Community College, as well as roles at Robert W. Burnham Inc. Ballast Financial Advisors serves individual and high-net-worth clients, trusts, employer plans, and business entities by providing asset management, financial planning, and retirement plan consulting. The firm employs a variety of asset allocation strategies and analytical methods, managing both discretionary and non-discretionary portfolios while offering integrated services that include tax and corporate structure advisory.

James Wahlberg is an Investment Advisor Representative with Bare Wealth Advisors and holds the Series 66 designation. He has eight years of industry experience, primarily with Bare Wealth Advisors and its predecessor firms. Outside of his advisory role, he volunteers as a church deacon and participates in children’s ministry programs. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment process involving multi-method analysis, periodic rebalancing, and the use of third-party sub-advisors and model strategies.

Spencer Peet is a CFP® with five years of industry experience, currently serving at Key Financial, Inc. He has previously worked at Tristate Financial Advisors and Fortegra Financial Corporation, and spent four years at the University of Delaware. Peet holds an independent insurance agent license, which he maintains to stay informed about insurance products but does not actively use for sales. Key Financial, Inc. provides comprehensive financial planning and portfolio management for a range of clients including high-net-worth individuals, trusts, and retirement plans. The firm emphasizes long-term, asset-allocation-driven portfolios using a buy-and-hold strategy with diversified mutual funds and ETFs.

Matthew Quinn is a financial planner with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has worked in the financial services industry since 2015, previously with Guardian Wealth Management and currently with SJB Global, where he operates across Europe. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Raymond Martin is a financial advisor at Creative Capital Wealth Management Group with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co, Citi Group, and Northwestern Mutual Investment Services. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, focusing on both fundamental and technical analysis within a long-term investment approach. The firm offers a range of services including a tax mitigation program, third-party money manager recommendations, and alternative investments, while generally managing client accounts on a non-discretionary basis.

Sarah Clayton is a financial advisor with Market Street Wealth Management in West Chester, PA. She holds a Series 66 designation and has eight years of industry experience. Clayton has worked at USA Financial Securities since 2018 and has been associated with Market Street Financial Group and Market Street Wealth Management LLC since 2015. Market Street Wealth Management advises individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers and private investment funds. The firm employs a fundamentals-driven, long-term investment approach with ongoing monitoring and strategic asset allocation, supplemented by financial planning services including a dedicated program for younger investors.

Michael Mac Neal is a financial advisor at Veery Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Veery Capital since 2018. Prior to this, he was with Peterman Benefits for 16 years. Outside of his advisory role, Mac Neal is the owner of The Bric Agency, a group benefits business, and a partial owner of Buildng of West Chester, LLC, which manages property in West Chester, PA. Veery Capital provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory approach with strategic asset allocation primarily through ETFs and manages approximately $802 million in client assets through a team of six advisors.

Richard Everett is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Key Financial, Inc., where he serves as Chief Investment Officer and assists with portfolio management. Everett has a long tenure at both Key Financial, Inc. and Royal Alliance Associates. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, trusts, pension plans, and charitable organizations. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through discretionary accounts custodied at Pershing/Osaic Wealth.

James Goodhart is a financial advisor with Chancellor Financial Group WB LP, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at TCM Securities, Inc. for six years before joining Chancellor Financial Group in 2021. In addition to his advisory role, he is licensed as an insurance agent and markets and sells fixed insurance and annuity products. Chancellor Financial Group WB LP is a team-based registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $216 million in assets, providing discretionary investment management and financial planning with a focus on low-cost diversified mutual funds and ETFs, supplemented by individual securities and quantitative strategies.

Dalton Greiner is a financial advisor at Stonecrop Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Stonecrop Wealth Advisors since 2022. Outside of his advisory role, he has been involved with Paul Tripp Ministries, Inc. since 2020 and previously spent eight years with Harvest Bible Chapel. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges, charitable organizations, pension plans, and businesses. The firm provides integrated financial planning and investment management tailored to clients’ missions and goals, employing a team-driven process with an emphasis on longer-term holdings and active monitoring.

Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group and Arkadios Capital. Outside of finance, he owns DefySize Fitness and Coaching LLC, where he provides fitness and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering services such as tax mitigation programs and access to alternative investments. The firm generally manages accounts on a non-discretionary basis and uses both fundamental and technical analysis with a long-term investment orientation.

Kurtis Eby is a financial advisor at Bare Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Univest Bank and Trust for seven years. Kurtis also has a background in full-time education for two years. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers investment management, financial planning, and retirement plan consulting, using a customized investment approach that incorporates asset allocation, rebalancing, and multi-method analysis.

Jeffrey Leppert is a financial advisor with Market Street Wealth Management who holds Series 63 and Series 66 designations and has 28 years of industry experience. He has been with Market Street Wealth Management since 2011 and has prior experience with USA Financial Securities Corp, Market Street Financial Group, and Dynamic Financial Service Inc. Outside of his advisory role, he is co-owner of a charitable foundation, the Beatus Charitable Fund. Market Street Wealth Management is an SEC-registered firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term, fundamental analysis-based investment approach and utilizes diversified mutual funds and ETFs tailored to client goals and risk tolerance.

Corey Mac Dougall is a financial advisor at Oakbourne Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oakbourne Advisors since 2021, following a six-year tenure at SEI Investments Distribution Co. 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, typically on a discretionary basis, with ongoing monitoring and at least semi-annual reviews.

Edward Williams is a CFP® with 24 years of industry experience. He is currently with Boldin Advisors and has previously worked at Facet Wealth, Citizens Bank, CLARFELD Financial Advisors, and TIAA. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses, offering investment advice based on Modern Portfolio Theory without discretionary account management. The firm emphasizes a long-term, buy-and-hold approach using low-cost index funds and ETFs and operates through multiple offices while maintaining a fee-only structure.

Christopher Diederich is a financial advisor at Oakbourne Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Avenue 1 Advisors, and Cambridge Investment Research. Diederich also serves as Chairman of the Jeffrey S. Gaunt Scholarship Foundation. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a mixed analytical approach and manages portfolios primarily on a discretionary basis, with ongoing monitoring and semi-annual reviews.

Michael Brennan is a CFP® professional with 13 years of industry experience. He is affiliated with Key Financial, Inc. and has worked at Royal Alliance since 2012. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.