Anthony Lubrano

Beth Dandrea is a Certified Financial Planner® with 12 years of industry experience. She is the sole advisor at Plumtree Financial Planning and has operated her own financial planning practice since 2007. Plumtree Financial Planning provides comprehensive financial planning and portfolio management services to individuals and families, focusing on long-term, tailored strategies that incorporate budgeting, tax planning, life insurance, and estate planning. The firm offers both ongoing and project-based advice, maintaining a fee-only model without custody of client assets.

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Damon Gray is the sole advisor at Jura Investments, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an Instructor of Management and Finance at Montgomery County Community College since 2015, including a term as Diversity Fellow of Finance. Jura Investments primarily serves pooled and institutional clients such as pension and profit-sharing plans, trusts, and corporate or charitable entities, while also offering services to high-net-worth individuals. The firm provides discretionary portfolio management and pension consulting, combining formal pension consulting with public educational workshops and employing a multifaceted asset allocation approach.

Timothy Caban is a CFP® with 16 years of experience in financial advising. He has been with Copper Beech Advisors, LLC since 2009, where he is the sole advisor. The firm provides fee-only financial planning and investment advisory services to individuals and small business owners, offering comprehensive planning that includes tax, estate, retirement, and risk management. Copper Beech Advisors manages approximately $65 million in client assets for around 150 clients, using a fixed retainer fee model rather than percentage-based fees, and emphasizes tailored portfolios based on client objectives and non-discretionary account management.

Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® in Phoenixville, PA. I help families navigate complex tax & estate issues so they can accelerate their wealth-building journey & transfer their wealth to the next generation efficiently. My approach blends technical expertise with practical, real-world planning to make sure clients feel confident, informed, and fully supported at every stage of their financial lives. As both a CPA and CFP®, I focus on strategies that go far beyond investment management. Tax planning, estate structuring, retirement income optimization, equity compensation guidance, and multigenerational wealth transfer are at the core of my practice. I believe that true financial planning is proactive, not reactive. That means helping clients reduce lifetime taxes, avoid costly estate mistakes, and organize their financial lives so that everything works together—efficiently and intentionally. My practice is built on clarity, education, and long-term relationships. I take the time to understand what matters most to each family, then create a plan that aligns with their values, their goals, and their legacy. Whether you're navigating a major financial decision, preparing to retire, or planning for the next generation, I’m here to guide you through the complexities so you can focus on living the life you’ve worked hard to build.