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.

John Devine is a financial advisor at Northeast Advisers, Inc. in Paoli, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Northeast Advisers since 2000. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a four-step advisory process and offers primarily non-discretionary services, using a best-of-breed approach that includes no-load mutual funds, ETFs, and individual securities.

Kelly Doherty is a financial advisor at Market Street Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Market Street Wealth Management and USA Financial Securities Corporation since 2012. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis, utilizing diversified mutual funds and ETFs tailored to client objectives and risk tolerance.

Frederick Hubler Jr. is a financial advisor with Creative Capital Wealth Management Group, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arkadios Capital since 2020 and has been involved with Creative Capital Wealth Management Group and independent insurance agency work since 2003. Outside of advisory roles, he coaches other financial advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. He also serves on the advisory council for Renault Winery. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering services including tax mitigation programs, alternative investments, and third-party money manager recommendations. The firm generally manages accounts on a non-discretionary basis, with discretionary authority primarily within its Household Endowment Model.

Kathleen Simolike is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Veery Capital, LLC and Purshe Kaplan Sterling Investments. Her prior experience includes roles at Cambridge Investment Research, Inc. and Dc Mac LLC. She is also an owner of two non-investment related real estate businesses in West Chester, PA. Veery Capital, LLC provides investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans, managing approximately $802 million in client assets. The firm employs a modern portfolio theory-based investment process with strategic asset allocation primarily through ETFs, complemented by mutual funds, equities, and fixed income, and offers both discretionary and non-discretionary portfolio management.

Logan Mac Gray is a CFA® charterholder with eight years of industry experience. He has worked at Stonecrop Wealth Advisors, LLC since 2020 and previously spent four years at Compass Ion Advisors, LLC. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients including colleges, schools, and charitable organizations. The firm provides integrated financial planning and both discretionary and non-discretionary investment management, using a team-driven process to tailor asset allocations and monitor portfolios aligned with clients’ missions and goals.

Bart Kaplow is a financial advisor at IBN Financial Services, Inc. with 56 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at United Life & Accident Insurance Co. and Capital Planning Corporation. Outside of advising, he serves on the finance committee for the Regency at Providence Homeowners Association. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm applies multiple methods of analysis and implements portfolio strategies driven by Dynamic Portfolio Strategies, offering both discretionary and non-discretionary account management through a range of investment vehicles.

David Peck is a financial advisor at Traynor Capital Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Traynor since 2016. In addition to his advisory role, Peck is the Director of Athletic Development for YSC Sports. Traynor Capital Management serves individual and high-net-worth clients, corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, retirement plan consulting, and business funding consulting. The firm employs tailored investment strategies across multiple asset classes, emphasizing direct stock ownership, and manages over $2.4 billion with a seven-advisor team.

Michael Traynor is a CFA® charterholder with 26 years of industry experience. He is affiliated with Financial Coach, a team-based firm in West Chester, PA, where he has worked since 2014, including at LPL Financial and FC Advisory, LLC. Financial Coach provides financial planning and portfolio management services to retail clients at various life stages through its dual-brand model. The firm customizes portfolios using mutual funds and ETFs, manages accounts primarily on a discretionary basis, and offers distinct programs tailored to retirees and younger professionals.

Andrew Thrift is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He has worked with Market Street Wealth Management and USA Financial Securities since 2016 and previously spent over a decade at K.C.S.D. In addition to his advisory roles, he is involved with multiple financial service entities including Market Street Financial Group, Leppert Holt Consulting LLC, and Watford Wealth Management, focusing on financial advisory and related services. Market Street Wealth Management advises individual and high‑net‑worth clients through multiple teams, providing financial planning, portfolio management, retirement-plan advisory, and referrals to unaffiliated money managers. The firm employs a fundamentals-driven, long-term investment approach with strategic asset allocation and supplements investment management with tailored financial planning services.

Mary Mcclennen Glica is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Voya Financial Advisors, Inc., and National Planning Corporation. Vermillion & White Wealth Management Group provides portfolio management, comprehensive financial planning, and pension consulting to individuals, institutions, and charitable organizations. The firm manages approximately $231 million across several hundred accounts and employs an investment process that emphasizes asset allocation, diversification, and periodic rebalancing based on both fundamental and technical research.

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.

Thomas Skelley is a financial advisor at Trillium Wealth LLC with 14 years of industry experience. His prior roles include positions at Carson Wealth, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is involved in several business entities unrelated to securities, including ownership roles in real estate-related companies. Trillium Wealth LLC serves a diverse client base with portfolio management, financial planning, retirement plan consulting, and private placement investment services. The firm employs a multifaceted investment approach incorporating quantitative, fundamental, technical, and economic analysis, along with discretionary management of over $544 million in assets.

Mark Meloro is a financial advisor with Market Street Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Market Street Wealth Management since 2010 and is also associated with Market Street Financial Group and USA Financial Securities. Outside of advisory work, Meloro co-owns Market Street Tax Services, a tax preparation business operating during tax season. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, fundamental analysis approach, utilizing diversified mutual funds and ETFs, and employs Fidelity’s automated platform with Geode as a sub-adviser for model management.

Marlon Rose is a financial advisor at Meridian Wealth Partners, LLC in Malvern, PA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Villanova University, Gentell, SEPTA, and Dick's Sporting Goods. Meridian Wealth Partners manages approximately $1.37 billion for around 707 clients through a team of ten advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, charitable organizations, and corporations, employing a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Maxwell Meloro is a Series 66-licensed advisor at Market Street Wealth Management in West Chester, PA, with one year of industry experience. His background includes roles at Market Street Financial Group and USA Financial Securities LLC, as well as prior experience outside finance. Market Street Wealth Management serves individual and high-net-worth clients through multiple advisory teams, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes a fundamentals-driven, long-term investment approach supplemented by financial planning and operates within a broader affiliated business network including tax and insurance services.