Richard Jakotowicz Jr. is a CFP® and CFA® with 12 years of industry experience. He has worked at Benchmark Financial, LLC since 2018 and previously at Tfg Wealth Management, LLC from 2016 to 2018. He is also a director at the Lerner College Trading Center at the University of Delaware, where he teaches and integrates the trading center into the business school curriculum. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses, offering personalized portfolio management and comprehensive financial planning. The firm emphasizes a passive investment approach based on Modern Portfolio Theory, primarily using index mutual funds, ETFs, and fixed income instruments.

David Lynch is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He founded Lynch Investment Planning, LLC, where he has worked for two years following prior roles at Wealth Enhancement Group and Hoover Financial Advisors. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting, and seasonal tax preparation. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary for retirement plans, combining investment, tax, insurance, and consulting services.

Connor Matheny is a CFP® with three years of industry experience and currently serves as a financial advisor at Rockford Financial Planning in Wilmington, DE. He has worked exclusively with Rockford Financial Planning since 2021, with prior experience outside the financial sector. Rockford Financial Planning serves individual clients, including high-net-worth households, and provides consulting to employer retirement plans. The firm primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs, managing accounts on a discretionary basis through a wrap fee program that combines advisory, trading, and custodial services into a single billing arrangement.

Burwell Hutchinson III is a CFP® professional with 21 years of industry experience, currently serving at Foundation Wealth Management, LLC since 2024. He previously worked for Integrated Wealth Advisors, LLC for 17 years. Outside of his advisory role, Hutchinson provides tax preparation and accounting services as a CPA through Integrated Tax and Business Services, LLC, and also serves as a notary public. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with comprehensive wealth management that integrates financial planning and discretionary investment management. The firm follows a fee-only model and manages portfolios using fundamental analysis across various asset classes, with most client assets managed on a discretionary basis.

Matthew Obrien is a financial advisor at O'Brien Greene & Co Inc with 11 years of industry experience. He holds a Series 65 designation and has been with O'Brien Greene & Co Inc since 2012. O’Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a long-term buy-and-hold investment approach, constructing diversified equity portfolios typically consisting of about 25 individual stocks with historically low turnover, while also managing fixed income and utilizing ETFs, REITs, and high-yield bonds to meet client needs.

Mark Obrien is a financial advisor at O'Brien Greene & Co Inc with 34 years of industry experience. He holds a Series 63 designation and has been affiliated with O'Brien Greene & Co. since 1987. O'Brien Greene serves high-net-worth individuals, families, trusts, charities, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm emphasizes long-term buy-and-hold portfolios primarily composed of individual equities selected through fundamental and technical analysis, with diversified sector exposure and low turnover.

Michael Lynch is a CFP® with eight years of industry experience and serves as a financial advisor at Lynch Investment Planning, LLC. He has been with the firm since 2018 and also serves as an Army Reserve Officer, supervising and training personnel. Lynch Investment Planning serves individuals, charitable organizations, and employer-sponsored retirement plans by providing investment management, financial planning, pension consulting, and tax preparation services. The firm employs a risk-based, diversified asset allocation approach and acts as an ERISA fiduciary when advising retirement plans.

Paul Laviola is a CFP® certificant with 21 years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC since 2013. He also teaches a personal finance course as a non-tenure track instructor at Temple University. Foundation Wealth Management serves individuals, high-net-worth clients, and charitable organizations with ongoing wealth management that combines financial planning and discretionary investment management across retirement, estate, tax, and cash-management matters. The firm follows a fee-only model and employs tailored, goals-based portfolios using fundamental analysis and a mix of individual equities, bonds, mutual funds, and ETFs.

John Abood is a CFP® with 30 years of industry experience, currently serving as an advisor at Investment Management & Planning LLC since 2006. He has also been associated with LPL Financial since 2003. In addition to his advisory roles, he is involved with Abood Financial, Inc., a business entity related to his financial activities. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers portfolio management on both discretionary and non-discretionary bases, utilizing mutual funds, ETFs, equities, and fixed income, with an emphasis on individualized asset allocation and ongoing account supervision.

Kevin Manning is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Stone Pine Financial Partners since 2013. Outside of his advisory role, Manning is active as a licensed insurance agent and consultant, selling a range of life, health, disability, annuities, and long-term care insurance products. Stone Pine Financial Partners serves individuals near retirement or recently retired, as well as select trusts and estates, providing comprehensive wealth management that includes portfolio management and financial planning. The firm uses a strategic, passive-oriented investment approach focused on global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting.

Myriah Lipke is a CFP® professional with eight years at Stone Pine Financial Partners and a total of five years in the financial industry. Prior to joining Stone Pine, she worked at Temple University for 12 years. Stone Pine Financial Partners primarily serves individuals near retirement or recently retired, along with select trusts and estates, offering comprehensive wealth management through strategic, passive-oriented portfolio management combined with financial planning. The firm emphasizes global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting within a small, four-advisor team managing over $250 million in assets.

Angela Bean is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Chartered Advisory Group since 2011 and previously at Securities America Inc. from 2006 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis with strategies ranging from long-term purchases to short-term trading, primarily focused on ETFs and mutual funds, and manages accounts according to each client’s financial situation and risk tolerance.

Jacob Weaver is a financial advisor at Benchmark Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Lau Associates LLC from 2016 to 2019. Benchmark Financial, LLC is a registered investment adviser that serves individuals, including high net-worth clients, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index mutual funds, ETFs, U.S. government bonds, and other fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.

David Summers is a financial advisor at Eagle Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and 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 personalized investment policies and broadly diversified portfolios, monitoring accounts regularly, and acting as a fiduciary for retirement plan and IRA clients.

Abigail Schmid is a CFP® professional with two years of industry experience, currently serving at Stone Pine Financial Partners. Prior to joining Stone Pine, she worked at Waypoint Financial, LLC, and has experience in healthcare and academic settings at Penn Medicine and Temple University. Stone Pine Financial Partners serves primarily individuals near retirement or recently retired, as well as select trusts and estates, offering comprehensive wealth management focused on retirement projections, distribution strategies, and cash flow analysis. The firm employs a strategic, passive-oriented investment approach with global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting, managing client portfolios on a discretionary basis.

Mary Bonfini is a financial advisor with Steven G. Blum and Associates, LLC, based in Swarthmore, PA, with 15 years of industry experience. She has been with the firm since 2004. Steven G. Blum and Associates is an SEC-registered investment adviser serving individuals, families, pension and profit-sharing plans, estates, charitable organizations, and business entities. The firm provides integrated investment consulting and financial planning services with an investment approach centered on financial economics principles, broad diversification, tax efficiency, and low costs.

Sean Smith is a financial advisor at Chartered Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has worked at Chartered Advisory Group since 2011, previously affiliated with Securities America Inc. from 2011 to 2023. Chartered Advisory Group provides personalized financial planning and asset management services to individuals, trusts, broker-dealer customers, and business entities. The firm employs both fundamental and technical analysis with a focus on ETFs and mutual funds, managing accounts according to clients’ financial situations and risk tolerance.

Ryan Gwinn is a financial advisor at N1 Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with N1 Advisors since 2012. Prior to and during his time at N1 Advisors, he was also associated with M Holdings Securities, Inc. from 2012 to 2023. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates with a four-advisor team spanning five offices.

Marissa Frizzell is a financial advisor at Abridge Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC from 2021 to 2025 and Sei from 2012 to 2021. Abridge Partners serves high-net-worth individuals, charitable organizations, and corporate pension and profit-sharing plans. The firm employs a combination of active and passive investment strategies within an institutional, core-and-satellite framework and provides investment management, financial planning, and consulting services.

Thomas Caffrey Sr. is a financial advisor at Moyer Wealth Management with 11 years of industry experience. He previously worked at Main Line Financial Advisors for 10 years and operated Caffrey Retirement Solutions for three years before joining his current firm. Moyer Wealth Management serves individual and high-net-worth clients by providing investment advisory services, portfolio management, and financial planning. The firm integrates tax preparation and bookkeeping through its CPA parent company and offers tailored investment strategies with regular account reviews.