Edward Cole is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 65 designation and four years of industry experience. He has been with Cross Border Financial Planning USA LLC since 2022 and also serves as a director at Cross Border Financial Planning Ltd., a UK-regulated investment advisory firm. Cross Border Financial Planning USA LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, estate planning support, and indirect access to digital-asset exposure. The firm integrates multiple analysis methods and uses third-party managers and platforms, maintaining a distinctive structure with coordination to its UK-regulated affiliate and a meaningful non-U.S. client base.

Michael Schimek is a CFP® professional at Pinnacle Strategic Wealth Management, LLC with 21 years of industry experience. He has worked at Pinnacle since 2011 and previously held roles at Simon Capital Management, Cetera Wealth Services, LLC, and Ameriprise. Schimek is also licensed to offer fixed insurance products including life, disability, annuities, and long-term care insurance. Pinnacle Strategic Wealth Management provides discretionary wealth management and financial planning services to high-net-worth individuals, mass-affluent clients, and businesses. The firm applies Modern Portfolio Theory to portfolio management and combines fee-based advisory services with insurance solutions delivered by licensed advisors.

Cody Baldwin is a financial advisor at Copper Beech Family Office with a Series 66 designation and three years of industry experience. He has held roles at OSAIC, American Portfolios Financial Services, Inc., and Copper Beech Financial Group. Outside of his advisory work, Baldwin serves as an ice hockey game official with Atlantic District Officials. Copper Beech Family Office provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth families, pension and profit-sharing plans, corporations, and insurance-related clients. The firm uses customized investment strategies and offers comprehensive family office services including succession planning and insurance audits.

Gregory Johnson is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at MOR Wealth Management, LLC in Philadelphia, PA. His prior roles include positions at Commonwealth Financial Network, RiversEdge Advisors, Tiedemann Advisors, and JPMorgan Securities. Outside of finance, he has experience working in the restaurant industry. MOR Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, managing accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

Grace Choi is a financial advisor at Wills Financial Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with the Wills Financial Group entities since 2013. Wills Financial Group, LLC provides discretionary portfolio management and advisory services to individuals, families, retirement plans, trusts, estates, and foundations. The firm uses fundamental security analysis and maintains balanced allocations across equities, bonds, mutual funds, and ETFs, generally holding investments unless there is a compelling reason to sell.

Kyle Birmingham is a CFA® charterholder with nine years of industry experience. He currently works at Quorus Inc. and has held prior roles at Composer Technologies, The University of Chicago Booth School of Business, and The Vanguard Group, Inc. He volunteers as a board member and investment committee member for The Association for Frontotemporal Degeneration, a nonprofit supporting patients and caregivers. Quorus Inc. provides portfolio implementation and separately managed account services primarily to registered investment advisors and wealth managers, as well as direct clients such as family offices and small endowments. The firm leverages technology to deliver personalized portfolios and licenses models from various providers, offering features such as automated rebalancing, tax-loss harvesting, and a range of investment strategies.

Robert Costello is a financial advisor at Costello Asset Management, Inc. in Huntingdon Valley, PA, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Costello Asset Management since 1999. Costello Asset Management provides investment advisory services to individuals, non-profits, trusts, estates, and other business entities, offering asset management along with retirement, tax, and estate planning on a fee-only basis. The firm emphasizes asset allocation tailored to client risk tolerance through globally diversified portfolios and employs discretionary management with regular client reviews and reporting.

Louis Fevrin is a financial advisor at Legacy Investment Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sturdivant & Co., Inc. and Allstate Insurance Co. Outside of advisory work, he owns and operates an insurance agency, coaches CrossFit, and runs a streaming business. Legacy Investment Advisors provides discretionary portfolio management and advisory services to institutional and individual clients, including state and municipal government entities. The firm employs a long-term, global macro asset-allocation strategy using quantitative and fundamental analysis across a wide range of investment instruments.

Vincent Barbera is a CFP® with 18 years of industry experience and has been with Newbridge Wealth Management since 2013. He holds a Series 63 license and is based in Bryn Mawr, PA. Newbridge Wealth Management is an independent, fee-only registered investment adviser offering wealth consulting and portfolio management to individuals and various institutional clients. The firm employs a macro-tactical investment approach focused on asset-class allocation, incorporating index-tracking funds, selective active managers, and non-traditional asset classes, while serving a diverse client base that includes pension plans, corporations, and government entities.

Robert Stahler is a CFP® with 17 years of industry experience. He is currently with Anchored Financial Planning LLC and previously worked at Edward Jones for nine years. In addition to his advisory role, he is an independent insurance agent. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, tailoring portfolios based on client objectives, time horizon, and risk tolerance through various strategies and regular account reviews.

Amish Desai is a financial advisor with Red Spruce Capital, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Red Spruce Capital since 2011. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, focusing on customized portfolios using individual securities, mutual funds, and ETFs. The firm employs a fundamental analysis approach with a long-term orientation and is notable for its use of borrowing strategies in separately managed accounts to manage timing and exposure.

Benjamin Smith is a CFP® and holds a Series 65 license with 19 years of industry experience. He has worked at Wealthcare Solutions, LLC since 2014 and was previously employed at Conservest Capital Advisors Inc from 2006 to 2014. Wealthcare Solutions, LLC provides financial planning and personal wealth management services primarily for individual clients, focusing on successful business owners and professionals. The firm manages approximately $54 million in assets for about 83 clients, using model portfolios that incorporate ETFs, mutual funds, and individual securities, and applies a combined approach of Modern Portfolio Theory and proprietary fundamental, technical, and cyclical analysis.

Joseph Mcbride is a CFP®-certified financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC and has prior experience at FSC Securities Corporation and Strategic Financial Advisors Corporation, where he has held various financial advisory roles since 1990. In addition to his advisory work, Mcbride operates a sole proprietorship as an insurance producer specializing in life insurance, long-term care, and fixed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Tarif Carson, CFP®, serves as the Director of Portfolio Strategy & Wealth Planner at 2nd Story Wealth Planners, LLC, where he blends nearly 20 years of portfolio management expertise with his passion for cultivating meaningful client relationships. He designs and oversees the investment portfolio models that guide clients toward their financial goals, while also working directly with clients to deliver personalized financial strategies that align with their values, aspirations, and long-term legacies. Throughout his career, Tarif has partnered with many clients—from high-net-worth individuals managing significant portfolios to underserved communities striving toward financial independence. His professional journey includes roles as a Senior Lead Planner at Facet Wealth, where he helped clients achieve major life goals such as early retirement, homeownership, and world travel, and as a Senior Financial Advisor at Vanguard, managing over $500 million in assets while collaborating with clients and their tax professionals to ensure tax-efficient decisions. Tarif’s approach to planning evolves as life changes, ensuring clients' financial plans remain flexible and forward-looking. In addition to his technical expertise, Tarif believes strongly in the power of personal growth and financial legacy. His guiding philosophy: "Your beliefs become your thoughts, your thoughts become your words, your words become your actions, your actions become your habits, your habits become your values, your values become your destiny," serves as the foundation for how he advises clients on building lasting legacies for their families. Outside of his professional role, Tarif is focused on planting the seeds of a meaningful legacy for his family and helping his clients do the same—building not just wealth, but values that endure across generations. His commitment to mentorship extends this philosophy, as he is dedicated to guiding and developing aspiring financial planners. Through mentorship, Tarif ensures that the next generation of financial professionals upholds the same standards of integrity, service, and the pursuit of financial empowerment. Tarif earned a Bachelor of Science in Finance from the first HBCU Cheyney University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is also a member of the Financial Planning Association, Association for African American Financial Advisors and a VITA Volunteer who helps income tax payers accurately prepare and file taxes

Sean Cooney is a CFP® with 12 years of industry experience and is a principal at Cooney Financial Advisors Inc, where he has worked since 2008. He also has a concurrent role at Rosenberg, Smith, Cooney & Migliore Pc since 2006. Cooney Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with financial planning, investment management, and pension consulting. The firm employs a fee-only model, emphasizing tactical asset allocation through globally diversified, index-based ETFs and model portfolios, with a focus on non-discretionary management and pension administration services.

Francis Mccullough is a financial advisor with Mc2 Financial Advisers, Inc., holding CFP® and Series 63 credentials and bringing 28 years of industry experience. He has been president of McCullough & Company P.C., an accounting and consulting firm specializing in business and individual tax preparation, since 1969. Mc2 Financial Advisers, Inc. provides fee-only investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and diversification through no-load mutual funds and ETFs, managing client accounts primarily on a non-discretionary basis.

Andrew Leithe is a CFP® with 14 years of experience in the financial services industry, currently serving as CEO and President of Strategic Financial Advisors Corporation. He has held roles at OSAIC since 2023 and Strategic Financial since 2016. Outside of his advisory work, Leithe is co-treasurer of the Rumson PTO. Strategic Financial provides comprehensive and modular financial planning for individuals, trusts, estates, plans, corporations, and business owners. The firm emphasizes planning and advice without managing client portfolios or charging AUM-based fees, using a fixed-price and hourly billing model and offering a business-owner and specialty planning focus.

Mary Mcnutt is a financial advisor at 1015 Capital Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for nine years. 1015 Capital Partners serves high-net-worth individuals, business entities, trusts, estates, and charitable organizations, typically requiring multi-million dollar account minimums. The firm offers discretionary, fee-only portfolio management and financial planning, using a range of analytical approaches and allowing borrowing against client assets for specific short-term purposes.

Levi Donohue is a financial advisor at Sound Wealth LLC in Marlton, NJ. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Cava and Chipotle. Sound Wealth LLC is a fee-only registered investment adviser serving individuals, employer plan sponsors, and business clients. The firm uses a modern portfolio theory-based investment approach, combining passive and active strategies with factor-based tilts, and integrates planning with portfolio oversight.

Megan Kiesel is a CFP® professional with six years of industry experience, currently serving as an advisor at Livelhood LLC since 2018. Prior to this, she worked for five years at Consumer Credit Counseling Service of the Delaware Valley (Clarifi). She is based in Philadelphia, PA. Livelhood LLC provides fee-only, advice-only financial planning and educational services to individuals, business owners, and families, focusing on long-term, globally diversified investment recommendations and comprehensive planning including retirement, debt, and student loan strategies. The firm offers public and employer-sponsored seminars and operates without managing or taking custody of client assets.