Brent Zacok is a CFP® professional with four years of experience, currently serving at RTD Financial Advisors Inc in Philadelphia, PA. He has been with RTD Financial Advisors since 2015. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with a focus on individualized investment policy statements and an asset-allocation driven approach.

Henry Schroeder is a CFP® with 21 years of industry experience, currently serving at Kennedy Investment Group since 2022. His previous roles include positions at Raymond James Financial Services and TIAA-CREF Individual & Institutional Services. He serves on the advisory board at Seton Hall University’s Business School, advising on customer experience and certification programs. Kennedy Investment Group is a SEC-registered advisory team managing approximately $633 million for individuals, high-net-worth clients, and select corporate clients. The firm offers wealth management, financial planning, retirement advice, and discretionary portfolio management, employing a fundamental, long-term investment approach with the use of derivatives and options for risk management.

Phillip Beckner Jr. is a CFA® charterholder with eight years of industry experience. He has been with Mitchell Sinkler & Starr since 2021 and previously worked at West Financial Services, Inc. for five years. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals, families, estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to construct diversified portfolios, focusing on consultative, mostly non-discretionary advisory relationships.

Christopher Klein is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Liberty One Wealth Advisors in Philadelphia with seven years of industry experience. His prior roles include positions at Merrill and JPMorgan Chase. Liberty One Wealth Advisors offers comprehensive financial planning and discretionary portfolio management to individuals, charitable organizations, retirement accounts, and institutions. The firm employs a goals-based planning process and asset-allocation strategies focused on exchange-traded funds, with systematic rebalancing and the use of alternative asset categories and long-short direct indexing for suitable clients.

Nicholas Carper is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, PA, where he has worked for 31 years. He is part of a seven-advisor team at the firm and brings over three decades of industry experience. Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, along with estates, trusts, endowments, and foundations. The firm employs a long-term, goal-based investment approach that combines macro analysis with fundamental research to build diversified portfolios, emphasizing consultative client relationships.

Kurt Ruoff is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cypress Financial Planning since 2020. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, with a combined tenure of nearly a decade. Outside of his advisory role, Ruoff is involved as a board member and treasurer for a youth sports tournament organization. Cypress Financial Planning is a fee-only, SEC-registered advisory firm that offers comprehensive financial planning and investment management to individuals, families, businesses, and institutions. The firm employs a range of portfolio strategies, including derivatives and options, and manages both discretionary and non-discretionary client relationships.

Irene Giman is a CFP®, CFA®, and Series 63 licensed advisor with 14 years of industry experience. She has been with RTD Financial Advisors Inc since 2016 and is also involved with Power Wellness. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients, including pension plans and non-profits. The firm offers life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs and tax-aware portfolio management.

David Armbruster is a CFP® professional with seven years of experience in financial advising. He has been with Cypress Financial Planning since 2018 and previously worked at William Paterson University of New Jersey. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional clients. The firm uses a variety of investment strategies, including options and derivatives, to construct portfolios and provides both discretionary and non-discretionary wealth management and financial planning services.

Samantha Silberstein is a CFP® with eight years of industry experience and currently advises at Chicory Wealth, where she has worked since 2025. Her prior roles include positions at Motley Fool Wealth Management, XYPN Invest, and TIAA CREF Individual & Institutional Services. Silberstein also has experience with educational and student loan planning organizations. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering additional services such as tax preparation, estate planning assistance, and business consulting. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics in its investment approach and supports other registered investment advisers with model portfolio services and operational support.

Christian Williams is a financial advisor at Medallion Wealth Advisors, LLC in Philadelphia, PA. He holds a Series 65 credential and has worked in the financial industry since 2019, including roles at The Michaels Organization and Berkadia. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, estates, retirement accounts, charitable organizations, and plan sponsors. The firm provides portfolio management, financial planning, pension consulting, and utilizes client-specific investment policies with a range of strategies including mutual funds, ETFs, and third-party managers.

Kate Poole is a financial advisor at Natural Investments with seven years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018, following prior roles at RSF Social Finance and Regenerative Finance. Natural Investments is a values-focused firm serving individual clients—including high-net-worth households—institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and long-term investment strategies primarily utilizing socially responsible funds and community investment instruments.

Harry Mccullough is a CFP® with 28 years of industry experience and has been with Comprehensive Investment Management, LLC since 2005. He is based in Philadelphia, PA, and holds the Series 63 designation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base that includes individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified allocations using primarily actively managed equity mutual funds with significant foreign exposure and index bond funds, following a long-term, low-turnover strategy integrated with tax planning through its team credentials.

Stuart Caplan is a financial advisor with Members Wealth LLC in Media, PA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Members Wealth in 2024, he worked for APEX Financial Advisors, Inc. from 2011 to 2024. He serves as an advisory board member for the California NanoSystems Institute, providing advice on C-suite compensation and investor presentations. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios tailored to client objectives using low-cost mutual funds, ETFs, and other securities.

William Love Jr. is a CFP® professional at RTD Financial Advisors Inc with 21 years of industry experience. He has been with RTD Financial Advisors since 2018 and previously worked at The Marshall Financial Group, Inc. from 2006 to 2018. He serves as president of the Financial Planning Association Philadelphia Tri-State chapter and is also involved in professional coaching. RTD Financial Advisors is a multi-team SEC-registered firm serving individuals, families, and institutional clients such as pension plans and non-profits. The firm focuses on life-centered financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing individualized investment programs, tax-aware management, and specialized retirement-plan support.

Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.

Brian Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and previously worked at Collins & Company Financial Advisers for 15 years. Brian is also a certified public accountant and co-owner of Collins CPAs, providing accounting and tax preparation services independent of his advisory role. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base of individuals, trusts, corporations, and retirement plans. The firm employs a long-term, low-turnover investment strategy focused on diversified mutual fund allocations and integrates tax planning services supported by its team’s mix of professional credentials.

Jessica Ortega is a CFP® with 16 years of industry experience, currently serving as an advisor at Eagle Wealth Strategies. She previously worked at Raymond James Financial Services from 2010 to 2023. Ortega is also the owner of Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a fee-based, SEC-registered investment adviser providing wealth management and financial planning to individuals, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified model portfolios and is affiliated with related professional firms offering tax, insurance, and credit management services.

Jacob Riloff is a financial advisor with Victory Wealth Partners in Mullica Hill, NJ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, with prior roles at Valens Group, TFS Securities, and Victory Asset Management. Victory Wealth Partners serves individual clients, businesses, and retirement plan sponsors with financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm’s investment approach blends momentum and fundamental analysis, using math-based models and a collaborative committee to manage mutual funds and ETFs, while also offering third-party manager referrals and various investment vehicles.

Magan Zavislak is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Best Life Infinity, LLC, where she has worked since 2023, following roles at Investment Advisor Group, Investment Advisor Alliance, American Tax and Financial Planners, and PNC Investments. In addition to her advisory work, she provides tax planning and bookkeeping services through PinCrest Tax Advisory. Best Life Infinity serves individual investors and families, including high-net-worth clients and a focused practice for military survivors and combat veterans. The firm offers investment management and financial planning with an emphasis on asset allocation and diversification, using both passive and active strategies tailored to client needs.

Marc Labadie is a CFP® professional with 19 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia, PA since 2006. RTD Financial Advisors serves individuals, families—including high-net-worth clients—and a variety of institutional clients such as pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with an investment approach focused on individualized policy statements, asset allocation, and ongoing portfolio oversight.