Donald Nicholson Jr. is a Certified Financial Planner® with 30 years of experience at Donald W. Nicholson & Associates Ltd in Wilmington, Delaware. He has worked exclusively with the firm since 1996. Donald W. Nicholson & Associates, Ltd. provides asset management, personal financial planning, and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm emphasizes a primarily non-discretionary management approach and incorporates third-party rating agencies in its investment analysis.

James Olsen is a CFP® and CFA® with 22 years of industry experience, currently serving as a financial advisor at Malvern Capital Management since 2018. He previously worked at Onesource Retirement Advisors, Inc. from 2016 to 2018. Outside of his advisory role, Olsen serves on the finance committee for St. John's Lutheran Church and is the treasurer for the Kensworth Open Space Association. Malvern Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. The firm uses a strategic, long-term asset allocation process that incorporates traditional and non-traditional investment vehicles and offers ERISA fiduciary services for retirement plans.

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.

William Lafferty is a CFP® with six years of industry experience, currently serving as a financial advisor at Total Alignment Wealth Advisors, LLC since 2018. Prior to joining Total Alignment, he worked at The Warwick Tavern and Rowan University. Total Alignment Wealth Advisors, LLC serves high-net-worth and ultra-high-net-worth individuals and families, providing private family office services, comprehensive financial planning, and investment consulting. The firm coordinates with clients’ outside portfolio managers and emphasizes scenario-based planning through a web-based platform, distinguishing itself by not holding client assets or discretionary authority.

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.

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.

John Eisele is a financial advisor at Malvern Capital Management with 48 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC for 11 years. Malvern Capital Management provides discretionary investment management, financial planning, and project-based consulting to individual and institutional clients, including pension plans and endowments. The firm employs a strategic, long-term asset allocation approach incorporating mutual funds, ETFs, select individual securities, and non-traditional asset classes, and serves clients with an ERISA fiduciary role in retirement plan management.

Saundra Gibson Genoni is a financial advisor at Steel Tower Investments with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including Credit Suisse Securities, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she owns a controlling interest in Cobra Black II, LLC, which provided financing to a startup company. Steel Tower Investments offers discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, trusts, corporations, retirement plans, and municipal entities. The firm employs customized portfolios, model portfolios, and managed account platforms, serving a diverse client base including high-net-worth and institutional clients.

Kiersten Montenero is a financial advisor at MK3 Wealth LLC with a Series 65 designation and one year of industry experience. Prior to joining MK3 Wealth, she was involved with Gilded Raven Games, LLC for three years and has work experience dating back to 2013 in educational roles at Rutgers University and Cherokee High School. MK3 Wealth LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and small businesses. The firm customizes asset allocation using in-house model portfolios and independent managers, utilizing both fundamental and technical analysis for investment decisions.

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.

Owen Brown is a CFP® with three years of industry experience, currently serving as an advisor at Foundation Wealth Management, LLC. His prior roles include positions at Equitable Advisors and Brooklyn Plans. Additionally, he provides notary services to clients of Foundation Wealth Management. Foundation Wealth Management offers integrated wealth management and comprehensive financial planning for individual and high-net-worth clients, emphasizing tailored investment advice and combining expertise in tax and accounting through its team credentials and affiliated practices.

Barbara Drebing is a financial advisor at Kauffman & Drebing with 34 years of industry experience. She has been with the firm since 1984, which she co-founded and continues to operate. Kauffman & Drebing provides fee-only financial planning to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm delivers written advisory reports tailored to clients' goals and risk tolerance without managing or custodian client assets, focusing exclusively on fee-only planning without product sales or discretionary management.

James Wright is a CFA® charterholder with 19 years of industry experience. He has been with Harvest Financial Partners since 2008, where he serves as one of two principals. Harvest Financial Partners is an independent, fee-only advisory firm serving individual investors, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental analysis focusing on dividend-paying, larger-cap stocks and investment-grade bonds, while employing mutual funds and ETFs for diversification, tailoring portfolios to client needs.

Amy Abromaitis is a CFP® with 28 years of industry experience, currently serving at Carnegie Wealth Management, LLC since 2010. She previously worked at The Strategic Financial Alliance from 2016 to 2022. Outside of advising, she manages a real estate business through Radar Enterprises, LLC. Carnegie Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a primarily long-term, strategic asset allocation approach with tactical adjustments, customizing portfolios using a range of investment types and monitoring accounts regularly.

Michael Falco is the principal of Falco Wealth Management in Paoli, PA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management and Horter Investment Management. Outside of his advisory role, he owns businesses in insurance and tax preparation. Falco Wealth Management provides financial planning and wealth management services to individuals, families, trusts, estates, and small businesses. The firm employs a long-term, market-efficient investment approach with an emphasis on diversification, tax-aware asset location, and factor tilts, using ETFs and institutional funds.

Jason Walker is a financial advisor with Cross Border Financial Planning USA LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining his current firm in 2022. Cross Border Financial Planning USA LLC serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management, financial and estate planning, and indirect digital-asset exposure. The firm employs a multi-method investment approach and coordinates with a UK-regulated affiliate to serve a notable non-U.S. client base.

Edward Levene is a financial advisor at TA Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has prior business roles including managing member of Levco Power, LLC and leadership positions at Clean Peak Energy Group, LLC and Levco Tech, Inc. Outside of advising, he has been involved in energy-related business activities through various leadership roles in companies such as Levco Power, LLC and Energy Advantage. TA Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and certain businesses. The firm combines ongoing asset management with personalized financial planning, employing a range of analytical strategies tailored to client objectives and risk tolerances.

Marjorie Wentz is a financial advisor at Trinity Wealth Management, LLC in Berwyn, PA, holding a Series 65 designation with 12 years of industry experience. She has been with Trinity Wealth Management since 2014. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans by providing comprehensive portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis with smart-beta factor strategies and index investing, employing risk-based allocations and regular portfolio reviews.

William Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Profund Distributors, Inc. prior to joining his current firm in 2017. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary portfolio management, municipal bond strategies, and asset management services. The firm emphasizes tax-advantaged fixed income through its Municipal Bond Advantage laddering strategy and a Core-Plus hybrid approach that incorporates leverage and active trading.

William Watkinson is a financial advisor at Watkinson Capital Advisors LLC in Berwyn, PA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Watkinson Capital Advisors since 2009. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, municipal bond strategies, and asset management services that may include financial planning and ETF-based allocations. The firm’s approach centers on tax-advantaged fixed income, featuring a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid program combining a laddered core with a levered trading component.