Compass Ion Advisors, LLC

Matthew Mcdaniel is a CFP® professional with eight years of industry experience, currently serving at Compass Ion Advisors, LLC since 2021. His prior experience includes roles at Vision Financial Consulting and JTEKT Corporation. Outside of his advisory work, he operates McDaniel Tax Advisory LLC, providing tax preparation and planning services. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts with integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines long-term portfolio management with financial planning and utilizes third-party research and sub-advisors.

George Limbach is a financial advisor with Compass Ion Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Compass Ion Advisors since 2008 and previously at APW Capital, Inc. Limbach serves as treasurer for St. Mary Magdalene Community and holds leadership roles with nonprofit organizations including Par-Recycle Works and The Jazz Sanctuary. He is also an investment committee member for the Missionary Sisters of the Holy Rosary. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts with integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines long-term portfolio management with financial planning, utilizing third-party research and a mix of investment strategies including structured notes.

Tyler Burns is a CFP® with three years of industry experience, currently serving as a financial advisor at Compass Ion Advisors, LLC. His prior experience includes roles at Keel Point Capital, Ballentine Capital Advisors, and Efficient Advisors LLC. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts, offering integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines long-term portfolio management with periodic monitoring and utilizes third-party research and sub-advisors.

Michael Dogum is a CFA® charterholder with 17 years of industry experience. He is currently with Compass Ion Advisors, LLC and Cyprium Solutions, Inc., having previously worked at Pillar Wealth Advisors, LLC for 13 years. He is also a licensed insurance agent involved in the sale and service of life, disability, and long-term care insurance. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts with integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused investment approach that combines long-term portfolio management with periodic monitoring and utilizes third-party research and sub-advisors.

Glen Gangewer is a Series 65 credentialed advisor with 6 years of industry experience, currently serving at Compass Ion Advisors, LLC since 2008. He holds the role of Treasurer on the FBFC Missions Committee, a church organization focused on missionary work, where he manages budgeting, fundraising, and financial account oversight. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts with integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines financial planning with long-term portfolio management and utilizes third-party research and sub-advisors.

Joshua Manifold is a financial advisor with Compass Ion Advisors, LLC, holding a Series 66 designation and over 21 years of industry experience. He has worked at Keel Point Capital since 2023 and has been with Compass Ion Advisors since 2012, including a period when the firm operated as APW Capital, Inc. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts by providing integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused investment approach that combines financial planning with long-term portfolio management and utilizes third-party research and sub-advisors.

Matthew Kane is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Compass Ion Advisors since 2008 and previously at Keel Point Capital LLC. Outside of his advisory role, Kane serves as a trustee and chaplain for Eastern University and is a board member of the Timothy Foundation. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts with integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines financial planning with long-term portfolio management and uses third-party research and due diligence to support its investment decisions.

Ryan Donovan is a financial advisor at Compass Ion Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Compass Ion Advisors in 2024, he worked at Vanguard from 2020 to 2024 and has experience with Philadelphia Union and KPMG. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts by providing integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused investment approach that combines long-term portfolio management with tactical allocation and alternative instruments, supported by third-party research and due diligence.

Carol Gangewer is a financial advisor at Compass Ion Advisors, LLC with 33 years of industry experience. She has held roles at Keel Point and APW CAPITAL, INC. (formerly CAMAS) before and during her tenure at Compass Ion Advisors, where she has worked since 2008. Gangewer holds Series 63 and Series 65 licenses. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts with integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused investment approach that combines long-term portfolio management with periodic monitoring and utilizes third-party research, sub-advisors, and a structured notes program.

Mark Manning is a financial advisor with Compass Ion Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at United Capital Financial Advisers, LLC and CT Financial Advisors, LLC. He serves as a board member of the Harry Cohen Foundation and participates on the Investment Committee of the United States Tennis Association, Inc., overseeing their Middle States' 401(k) plan. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts, offering integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused investment approach that combines long-term portfolio management with periodic monitoring and utilizes third-party research and sub-advisors.

Charles Manning is a financial advisor at Compass Ion Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and has previously worked at United Capital Financial Advisers, LLC and Ct Financial Advisors, LLC. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts by providing integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines long-term portfolio management with financial planning and utilizes third-party research and sub-advisors.

Richard Liburdi is a financial advisor at Compass Ion Advisors, LLC with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Liburdi has been with Compass Ion Advisors since 2008 and previously worked at APW Capital, Inc. for 14 years. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts with integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused investment approach that combines long-term portfolio management with periodic monitoring and uses third-party research and due diligence, including a retained consultant and sub-advisors.

Luke Porter is a CFP® with 13 years of industry experience, currently serving at Compass Ion Advisors, LLC. He has worked at firms including Keel Point, APW Capital, Portfolio Strategy Team, and Axa Advisors. Outside of his advisory role, Porter is the interim board chair for The Divorce Recovery Center, a nonprofit supporting individuals through and after divorce. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts, offering integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines long-term portfolio management with periodic monitoring and includes discretionary and non-discretionary management, retirement consulting, and a structured notes program.

Evan Hewitt is a CFP® with six years of industry experience, currently serving as a financial advisor at Compass Ion Advisors, LLC since 2018. Prior to joining Compass Ion, he worked at Eastern University from 2011 to 2018. He is the founder and director of the Heartwood Foundation, an education nonprofit organization based in King of Prussia, PA. Compass Ion Advisors serves individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts, offering integrated financial planning and investment advisory services. The firm employs a team-driven, asset-allocation focused approach that combines long-term portfolio management with periodic monitoring and utilizes third-party research and due diligence.

Michael Briglia is a CFP® and PFS™ credentialed advisor with 13 years of industry experience. He is currently with Compass Ion Advisors, LLC and has previously worked at Hornor, Townsend & Kent, Inc, and Pillar Wealth Advisors, LLC. Outside of advising, he serves as the board chair of St. Mary’s Franciscan Shelter for Homeless Families and teaches financial literacy classes at the Osher Lifelong Learning Institute. Compass Ion Advisors serves individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and trusts through integrated financial planning and investment advisory services. The firm uses a team-driven, asset-allocation focused approach that combines long-term portfolio management with periodic monitoring and incorporates third-party research, tactical allocation, and alternative instruments.