Tyler Reedman is a financial advisor at HFM Investment Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked at HFM Investment Advisors since 2019, as well as at BNP Paribas and PGIM Investments in prior roles. HFM Investment Advisors is a seven-advisor team managing approximately $404 million for around 532 clients, serving individual investors and employer plan sponsors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan services, frequently utilizing third-party subadvisors such as GeoWealth and Betterment to assist clients with portfolio allocation and account management.

Erin Eliason is a financial advisor at RiversEdge Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at RiversEdge Advisors since 2020. Prior to that, she was employed at M HOLDINGS SECURITIES, Inc. and Newton One Advisors. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach relies on modern portfolio theory, employing strategic asset allocations primarily with ETFs, along with rebalancing and selective shorter-term trades.

Brendan Keane is a Series 65-licensed financial advisor at Smithbridge Asset Management, Inc. with two years of industry experience. Prior to joining Smithbridge, he worked at TMNAS Services and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and endowments. The firm focuses on fundamentally driven equity selection in large-cap U.S. companies, complemented by diversified fixed income and tax-efficient management, and offers both individualized account management and model portfolio solutions.

Ashley Howard is a Series 65 credentialed advisor with Diversified, LLC in Wilmington, DE, bringing one year of industry experience. Prior to joining Diversified, LLC in 2024, Howard worked at Information to Imaging Technologies from 2013 to 2017. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing asset management and utilizes both third-party managers and automated platforms to tailor portfolios.

William Kreicker is a CFA® charterholder with nine years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Co. from 2001 to 2018. Chadds Ford Wealth Partners is an employee-owned wealth management firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers customized financial planning and investment management, utilizing strategic and tactical asset allocation across various asset classes and incorporating client ESG preferences through independent research providers.

David Koehler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Wealth Strategies. His previous experience includes roles at Janney Montgomery Scott and Raymond James Financial Services. He is a board member of the South Jersey Young Professionals Associates, a nonprofit organization supporting local South Jersey nonprofits. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process with diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.

James Whalen is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Cypress Financial Planning, joining the firm in 2025 after seven years with Dravo Bay, LLC dba Blue Rock Dravo Bay and one year at Blue Rock Financial Group. Cypress Financial Planning is a fee-only, SEC-registered advisory firm serving individuals, families, businesses, and institutional plan sponsors. The seven-advisor team manages approximately $490 million in assets, providing financial planning, investment management, and retirement-plan consulting through a tailored, holistic process that includes advanced trading strategies and a fiduciary fee-only model.

Timothy Deangelo is a CFA® charterholder with five years of industry experience. He is currently with Smithbridge Asset Management, Inc., where he has worked since 2024. His prior experience includes roles at Creative Planning, LLC, Daniels + Tansey, LLP, and Wharton Business Group, LLC. Smithbridge Asset Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, charitable organizations, endowments, and institutional clients. The firm focuses on disciplined, fundamentally driven equity selection in large-cap U.S. companies, alongside diversified fixed income and tax-efficient management, offering both individualized account management and model portfolio solutions.

Max Berger is a CFP® with eight years of industry experience, currently serving as an advisor at Diversified, LLC in Wilmington, DE. He previously worked at SEI Investment Management Corp for five years before joining Diversified in 2021. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process followed by ongoing reviews and offers tailored portfolio strategies through a combination of third-party managers, automated rebalancing, and manual oversight.

Kay Kidwell is a CFP® professional at RiversEdge Advisors with 18 years of industry experience. Prior to joining RiversEdge Advisors, Kidwell worked at Fidelity Investments and The Haverford Trust Company. RiversEdge Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory and primarily utilizes ETFs, rebalancing, and independent managers, supported by technology platforms and custodial relationships.

Michael Collins is a CFP® professional with 28 years of industry experience. He has been with Comprehensive Investment Management, LLC since 2005 and is also co-owner of Collins CPAs, an accounting firm providing tax preparation and accounting services to individuals and businesses. His work with Comprehensive Investment Management primarily involves tax preparation. Comprehensive Investment Management, LLC manages approximately $43.8 million for a small client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers discretionary portfolio management and financial advisory services, focusing on diversified, long-term investment strategies combined with integrated tax planning.

Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, regularly monitoring and rebalancing portfolios to align with client goals.

Erin Mcclain is a CFP® with 12 years of industry experience, currently serving at Clark Asset Management, LLC. Prior to joining Clark Asset Management, Erin worked at several firms including The Vanguard Group and MyCIO Wealth Partners. Outside of financial advising, Erin works as a regional sales manager and independent contractor, assisting local businesses with payment processing and related services. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on passive investment strategies using index funds and ETFs, with comprehensive planning that includes retirement, tax, risk management, and estate considerations.

Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.

Howard Verfaillie Jr. is a financial advisor at Victory Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2023, alongside his long-term role at Victory Asset Management Co. Inc. since 1995. Outside of his advisory work, he is involved in non-investment business activities including co-ownership in a separate business entity. Victory Wealth Partners serves individual and high-net-worth clients, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach integrates momentum and fundamental analysis with quantitative screening and fiduciary scoring, offering discretionary and non-discretionary management across mutual funds, ETFs, and model allocations.

Andrew Johnston is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth CMT and Hightower Advisors. Johnston is currently affiliated with Victory Wealth Partners, a DBA for LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Julie Lesicki is a financial advisor at LUMINIST Capital, LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Horter Investment Management, LLC for 10 years. In addition to her advisory role, she is involved in business development and marketing initiatives through Safe Harbor Financial. LUMINIST Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm offers model-driven, ETF-focused portfolios and tailored planning, serving both high-net-worth and non-HNW clients.

William Muller is a CFP® professional with over 31 years of experience in the financial services industry. He has been working with Commonwealth Financial Network and Planning Directions, Inc. dba Common Cents Planning since 2005. Muller is also a co-owner and CEO of Common Cents Planning, Inc. Common Cents Planning serves individual and high-net-worth clients by providing investment management and comprehensive financial planning services, including retirement plan and IRA advice. The firm manages approximately $542 million across 450 clients, emphasizing customized investment policy statements and fundamental analysis to create tailored portfolios.

Charles Smith Sr. is a financial advisor with DT Investment Partners, LLC and holds a Series 65 designation. He has one year of industry experience, having joined DT Investment Partners in 2026. Prior to his advisory role, he spent eight years in education at the University of Scranton, Conestoga High School, and Valley Forge Middle School. DT Investment Partners provides discretionary and non-discretionary investment management and comprehensive financial planning to a diverse clientele including individuals, high-net-worth clients, and institutions. The firm employs an active management approach that integrates fundamental and technical analysis to adjust asset allocations across multiple asset classes and offers various model portfolios.

Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.