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.

Paul Markowich is a financial advisor with Firstrust Financial Advisors in Conshohocken, PA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Firstrust Financial Advisors since 2021 and previously with Equitable Advisors and AXA Advisors. Markowich also serves as a board member of the Jewish Business Network, contributing to business networking activities. Firstrust Financial Advisors provides non-discretionary financial planning, portfolio management, and pension consulting primarily to institutional clients such as municipalities, trusts, and charitable organizations. The firm focuses on asset allocation and diversified investment strategies, combining fundamental and technical analysis with individual securities and mutual funds.

Andrew Stephens is a financial advisor at Proper Financial, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, AXA Advisors, LLC, and multiple entities within the Thrive group. Proper Financial, LLC is a registered investment adviser managing approximately $65 million for around 122 individual and high-net-worth clients. The firm provides wealth management, discretionary portfolio management, and standalone financial planning, using fundamental analysis to build primarily long-term, diversified portfolios with low-cost mutual funds and ETFs.

Benjamin Smith is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Wealthcare Solutions, LLC since 2014. Wealthcare Solutions provides comprehensive financial planning and personal wealth management primarily to individual clients, including business owners and professionals. The firm uses a proprietary blend of fundamental, technical, and cyclical analysis applied to model portfolios and offers both discretionary and non-discretionary portfolio management, along with services related to insurance and annuity products.

Hildy Richelson is a financial advisor at Scarsdale Investment Group, Ltd., holding a Series 65 designation with 33 years of industry experience. She has been with Scarsdale Investment Group since 1987. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and stand-alone financial planning primarily focused on fixed-income securities and brokered certificates of deposit. The firm emphasizes long-term purchases, bond ladder construction, and requires client approval for each trade.

Bradley Garges is a CFP® and Series 66 license holder affiliated with Prepared Retirement Institute LLC. He has three years of industry experience, including prior roles at Cetera and Musselman Financial Solution. He is a member of the Philadelphia Estate Planning Council. Prepared Retirement Institute LLC serves individual and corporate clients by offering discretionary portfolio management and financial planning, managing approximately $307 million in assets. The firm uses tailored model portfolios, fundamental analysis, and a held-away management platform to oversee defined contribution and other externally held accounts.

Sean Conner is a CFP® with 18 years of experience in the financial industry. He currently works at Ethos Capital Management, Inc. and previously spent 15 years at Macquarie Investment Management (Delaware Funds). Conner is also involved in insurance-related activities through ETHOS CAPITAL ADVISORS, LLC. Ethos Capital Management, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory relationships.

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

Kathleen Baltra is a financial advisor at Bancroft Capital, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at Bancroft Capital since 2018. Her prior experience includes roles at CM Advisory, LLC and CFG Capital Markets, LLC. Bancroft Capital provides investment advisory and retirement plan services mainly to institutional and plan clients such as pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm focuses on ERISA-related retirement consulting and financial planning, emphasizing long-term strategies and portfolio diversification.

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 13 years of experience in financial advising, currently serving at Strategic Financial. He has held roles at OSAIC and Fsc Securities Corp, and is CEO and President of Strategic Financial Advisors Corporation. Outside of his advisory work, he is co-treasurer of the Rumson PTO. Strategic Financial offers comprehensive and modular financial planning and consulting services to individuals, including high-net-worth clients, as well as various business and nonprofit entities. The firm focuses on fixed-price planning and hourly consulting arrangements, providing written financial plans and periodic reviews without ongoing portfolio management.

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.

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.

Ella Gillespie is a Series 65-licensed advisor at Pegasus Management Services L.L.C. in King of Prussia, PA, with one year of industry experience. Prior to joining Pegasus, she worked briefly at Wells Fargo Advisors and has been a student since 2016. Pegasus Management Services offers discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm provides individualized investment programs based on client goals and risk tolerance and also conducts public seminars and workshops on investment topics.

Shaun O'Connor is a financial advisor at Firstrust Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Firstrust Financial Advisors provides financial planning, non-discretionary portfolio management, and pension consulting primarily to institutional clients such as municipalities, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored advice using diversified strategies, including modern portfolio theory, fundamental and technical analysis, and offers plan-level consulting and participant education for retirement plan clients.

Owen Brown is a CFP® professional with three years of industry experience, currently advising at Foundation Wealth Management, LLC since 2024. Prior to joining Foundation, he worked at Equitable Advisors and Brooklyn Plans. He also serves as a notary public, providing in-house notary services to clients of Foundation Wealth Management. Foundation Wealth Management serves individual and high-net-worth clients with integrated wealth management, including financial planning and discretionary investment management. The firm tailors investment advice to client objectives and risk tolerance, employing fundamental analysis to build diversified portfolios and offering coordination with third‑party managers when appropriate.

Anthony Petsis is the president of Anthony Petsis & Associates Inc. and holds the ChFC® designation with 42 years of industry experience. He has been with Anthony Petsis & Associates since 1991 and previously worked at Signator Investors, Inc. and OSAIC. He serves as chairman for a charity golf tournament organized by the Rotary Club of Newtown, PA. Anthony Petsis & Associates Inc. offers personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides written plans and single-subject advice on a fee-for-service basis and does not manage client assets on a continuous basis.

Jason Walker is a financial advisor at Cross Border Financial Planning USA LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years. Cross Border Financial Planning USA LLC manages approximately $114.7 million for around 134 individual clients, including high net worth individuals. The firm specializes in discretionary and non-discretionary portfolio management, financial planning, and estate-planning support, with a focus on cross-border clients and affiliations with a U.K.-based counterpart.

Susan Gress is a financial advisor with Bancroft Capital, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Bancroft Capital since 2018 and has also been associated with CM Advisory, LLC since 2016 and CFG Capital Markets, LLC from 2014 to 2018. Bancroft Capital provides investment advisory and retirement plan services primarily to institutional and plan clients, including pension and profit-sharing plans, banks, corporations, and high-net-worth individuals. The firm offers ERISA-focused retirement consulting and financial planning, emphasizing investment policy development, plan monitoring, and long-term portfolio diversification.