Joshua R Mc Kelvey

Jason Pepe is a financial advisor with Stifel in Conshohocken, PA, holding a AIF designation and Series 7, 24, 55, 63 and 66 designations and 23 years of industry experience. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Beth Dandrea is a Certified Financial Planner™ with 13 years of industry experience and has operated her own firm, Beth D'Andrea, Financial Planner, LLC, for 19 years. She is affiliated with Plumtree Financial Planning, an independent firm based in Malvern, PA. Plumtree Financial Planning offers comprehensive financial planning and portfolio management tailored to individuals and families. The firm emphasizes long-term, goal-based planning and provides ongoing and project-based advice without taking custody of client assets, operating primarily on a fee-only, non-discretionary basis.

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

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.

Jonathan Monroe is a financial advisor at New Wave Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles including a senior account director position at Viant Technology Inc, an advertising technology firm. His background also includes positions at Amazon, The Trade Desk, and SEI Investments Distribution Co. New Wave Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term, discretionary investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and often utilizes third-party money managers and model portfolios from SEI Private Trust Company.