Matthew Conroy is a financial advisor at Conroy Capital LLC with one year of industry experience. He holds the Series 66 designation and has worked previously with Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus. Conroy Capital LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis in its investment process and offers tailored portfolio management with documented risk tolerance and objectives.

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Peter Pandolfo Jr is the sole advisor at Pandolfo Capital, LLC, an independent registered investment adviser based in Robbinsville, NJ. He holds Series 63 and Series 65 designations and has 26 years of industry experience, leading his firm since 2008. Pandolfo Capital provides discretionary portfolio management to individuals and various organizational clients, including pension plans, trusts, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with concentrated portfolios and maintains a tailored, discretionary relationship with its clients.

Ali Moghadam is an investment advisor at Taxio LLC with a Series 65 designation and one year of industry experience. He has held roles at Reliance Matrix as Vice President of Financial Planning & Analysis and is also involved with Posimistiq Studios, a venture focused on mental health storytelling across various media platforms. Taxio LLC provides wealth management and investment advisory services primarily to individual clients, emphasizing tax-advantaged investing, comprehensive financial planning, and separately managed accounts. The firm employs a research-intensive, principle-driven investment approach that incorporates tax strategy integration and technology tools to support decision-making.

Phyllis Storms is a financial advisor at Arrington Financial Advisors, LLC with 17 years of industry experience. She holds the CFP®, CFA®, and Series 65 designations and has worked at Touchstone Financial Advisors since 2011. Arrington Financial Advisors provides financial planning and discretionary investment management to individuals, trusts, and estates. The firm employs a top-down investment approach combining active and passive strategies, serving a diverse client base including retail, institutional, and charitable entities.

Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.

Stephen De Cesare is the sole advisor at De Cesare Retirement Specialists in Philadelphia, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with De Cesare Retirement Specialists since 2008 and previously worked at Triad Advisors, LLC from 2007 to 2019. In addition to his advisory role, he is an independent insurance broker licensed since 2000, selling insurance products on a commission basis. De Cesare Retirement Specialists is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities with approximately $34 million under management across about 95 client relationships. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting, employing a range of analytical methods and investment instruments, including equities, mutual funds, ETFs, and certain hedging and cryptocurrency-related strategies.

Edward Goldstein is a Certified Financial Planner® with over 22 years of experience in the financial services industry. He has been the principal advisor at Financial Life Planning, LLC since 2008. Financial Life Planning, LLC provides comprehensive financial planning, consulting, and portfolio management services to individuals, families, small business owners, trusts, estates, and retirement plan participants. The firm uses customized, diversified portfolios primarily consisting of ETFs, mutual funds, and individual securities, supported by continuous supervision and advanced planning tools such as Monte Carlo analysis.

Michael Zisa is the sole advisor at Viking Wealth Management LLC in Yardley, PA, with 24 years of industry experience and a Series 66 designation. He has worked at New Century Financial Group and Royal Alliance Associates and has been a business education teacher at Pennsbury School District and a part-time instructor at Bucks County Community College for over two decades. Zisa is also an author. Viking Wealth Management is an independent advisory firm serving individual investors and qualified plan participants, managing approximately $12.5 million across about 23 client accounts. The firm offers tailored investment strategies using fundamental and cyclical analysis across various instruments and provides both discretionary and non-discretionary management, along with financial planning and insurance-related services.

Francis Manella is a CFP® professional with 17 years of experience in the financial services industry. He is currently with CoAdjutant Financial Planning Services and has previously worked at OSAIC Wealth, Emoney Planning Services, American Portfolios, and MassMutual Greater Philadelphia. CoAdjutant Financial Planning Services provides outsourced, white-label financial planning and support primarily to other investment adviser representatives and business owners. The firm specializes in creating compliance-tested, comprehensive financial plans using deterministic and probabilistic projections, focusing on practice support and compliance rather than direct client asset management.

Alan Gottlob is a financial advisor at Ethos Financial Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ethos Financial Group since 2024. Prior to this, he was with TFS Securities, Inc. and has maintained a longstanding role at Shingle Oak Advisors, LLC since 2001. He also serves as a board member of West Bay Holdings Ltd, where he provides strategic, capital, and actuarial governance oversight. Ethos Financial Group is a multi-team registered investment adviser managing approximately $2.14 billion and serves individuals, trusts, estates, charitable organizations, and institutional clients. The firm offers diversified, model-based portfolio management and financial planning services, utilizing a mix of mutual funds, ETFs, equities, and fixed income, supplemented by third-party research and AI tools for support.

Ronald Granberg is a CFA® charterholder with 13 years of industry experience. He has been the sole advisor at Clearwater Investment Management LLC since 2012 and also has a role at Assay Healthcare Solutions. Clearwater Investment Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis focused on intermediate- and longer-term market cycles, managing portfolios primarily in mutual funds, equities, ETFs, REITs, and government securities.

Jason Cole is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Full Court Strategic Wealth, LLC since 2020. His prior experience includes 15 years at Abacus Wealth Partners, LLC and ongoing involvement with Off Court Management Group, LLC, a business management consulting firm he founded. In addition to his advisory role, he provides consulting services in full-service business management. Full Court Strategic Wealth, LLC offers non-discretionary investment advisory services to individuals, business entities, trusts, and estates, focusing on financial planning and investment consulting. The firm typically manages portfolios through mutual funds, ETFs, private investment funds, and municipal bonds, operating primarily on a non-discretionary basis with client approval required for transactions.

Tara Stewart is a financial advisor at TGF Assets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, TIAA-CREF, and New York Life Insurance Company. Outside of financial advising, she is an independent property and casualty insurance agent and provides consulting in medical billing services. TGF Assets serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by offering asset management and investment consulting. The firm emphasizes broad diversification and employs both long- and short-term strategies, sponsoring a wrap fee program and providing hourly financial planning and consulting services.

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

Patrick Clark is a financial advisor with Neshaminy Creek Advisors in Bensalem, PA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to founding Neshaminy Creek Advisors in 2018, he worked at Kestra Financial Services, NFP Advisor Services, and Attleboro Wealth Management. Neshaminy Creek Advisors serves individual clients, including non-high-net-worth individuals, as well as institutional and business clients such as charitable organizations and municipal entities. The firm primarily employs a passive investment approach using index mutual funds and ETFs, while also utilizing active strategies when appropriate, and offers fiduciary services, pension consulting, and management of held-away retirement and education accounts.

Lamonte Williams is the CEO and Investment Advisor Representative of Jhanti Financial, with nine years of industry experience. He has managed Jhanti Financial since 2009 and concurrently holds a part-time position with Piedmont Airlines. In addition to his financial advisory role, he is involved in Jhanti International, an export/import company registered as a Veteran Owned Small Business. Jhanti Financial provides portfolio management, investment advisory, and financial planning services to corporations, business development companies, charitable organizations, small businesses, and individuals. The firm employs a combination of fundamental and technical analysis along with sector and political analysis, managing accounts primarily on a discretionary basis while also offering education seminars and subscription-based newsletters.

David Tobin is the sole advisor at Tobin Investment Planning LLC, an independent firm based in Yardley, PA. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Tobin has managed his own advisory practice since 2014. Tobin Investment Planning LLC provides discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers for individuals, trusts, partnerships, and charitable organizations. The firm primarily allocates assets to mutual funds and ETFs, applying Modern Portfolio Theory and a mix of long- and short-term strategies, and manages approximately $35 million for about 22 clients.

Keith McGowan is a financial advisor at American Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with American Advisors LLC since 2016. In addition to his advisory role, he manages a family partnership through McGowan Enterprises. American Advisors LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and employee benefit plans, employing a range of investment strategies including options trading and short sales within discretionary accounts.

Neil Werberig is the owner and sole advisor at Maximum Asset Strategies with 43 years of industry experience. He holds a Series 63 designation and has worked at Maximum Asset Strategies since 1987, with prior experience at Madison Avenue Securities. Outside of his advisory role, he serves as president of Tree of Life Ministries, a nonprofit organization, and volunteers in an advisory capacity on the Upper Makefield Township Pension Committee. Maximum Asset Strategies is an independent, sole-practitioner firm that provides financial planning and consulting services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm refers investment assets to third-party money managers and focuses on non-discretionary advice, offering written financial plans and educational seminars rather than direct portfolio management.