Robert E. Lutz Jr.

Stephen De Cesare is a CFP® professional with 26 years of industry experience, currently serving as the principal of De Cesare Retirement Specialists since 2008. His prior roles include positions at Triad Advisors, LLC, Royal Alliance Associates, Inc., Investment Advisors Asset Management, LLC, and Investment Advisors & Consultants, Inc. In addition to his advisory work, he is an independent insurance broker. De Cesare Retirement Specialists provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of quantitative and qualitative investment methods, offers both discretionary and non-discretionary services, and incorporates a range of strategies including leveraged and inverse funds as well as crypto-focused ETFs for clients with higher risk tolerance.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC, an independent firm based in Philadelphia, PA. He has 13 years of industry experience and has led his firm since 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis with a long-term investment horizon while employing active management and the occasional use of margin borrowing to optimize portfolio timing and allocations.

Matthew Conroy is the principal of Conroy Capital LLC, an independent advisory firm based in Bensalem, PA. He holds a Series 66 designation and has two years of industry experience. Prior to founding Conroy Capital, Conroy held roles at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory work, he is employed by Pro Football Focus. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, offering customized Investment Policy Statements and tailored asset allocations. The firm operates a private hedge fund managed by Conroy and employs both fundamental and technical analysis across a range of asset classes under discretionary authority.

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Brody Rosenfeld is a financial advisor with Foundation Financial Planning, LLC in Philadelphia, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Twams Financial Planning, LLC and Green Mountain Energy. Foundation Financial Planning, LLC provides outsourced financial planning and modeling services exclusively to other advisory firms, focusing on data review, cash-flow and Monte Carlo modeling, and goals-based planning. The firm operates on a business-to-business model, offering fixed-fee and hourly engagements without managing assets or exercising investment discretion.

Logan Murray is a CFP® and Series 65 licensed advisor with nine years of industry experience. He is the principal and sole advisor at Pocket Project, where he has worked since 2020. Prior to that, he was with Brighton Jones and myCIO Wealth Partners, LLC. Pocket Project serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, hourly planning, and tax return preparation. The firm uses a Modern Portfolio Theory-based investment process centered on passive vehicles, strategic asset allocation, and periodic tactical adjustments, and it distinguishes itself through a subscription-style pricing model and a broad range of services within a single-advisor practice.