Li Ma is a financial advisor at Annova LLC with five years of industry experience. He holds a Series 65 designation and has worked at Annova since 2020. Prior to that, he was employed at Axalta Coating Systems LLC for six years. Li is also a licensed independent life insurance agent in California, Delaware, Florida, and Pennsylvania and may recommend annuities or life insurance as part of financial planning. Annova LLC provides discretionary portfolio management to individual, institutional, and corporate clients through its Portfolio Management Account wrap-fee program. The firm uses risk-based and outcomes-based asset-allocation models and delegates trading and model implementation to selected investment managers, offering quarterly performance reporting and employing strategies that may include derivatives and alternative investments.

Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Mark Marinzoli is a Series 65 credentialed financial advisor with 10 years of industry experience. He has been with Keystone Wealth Management Services Inc. since 2015 and is also a vice president and partner at Keystone Family Office Inc., where he is involved in accounting, tax, and business advisory services. Keystone Wealth Management Services Inc. provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, and business entities, with a focus on irrevocable trusts and related LLCs. The firm combines fundamental and technical analysis, incorporates institutional research, and offers specialized services including directed trust relationships and alternative billing arrangements.

Anthony Passerini is a financial advisor at AJP Financial Services, LLC in Wilmington, DE, with 54 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to founding his independent firm in 2017, he worked at Next Financial Group Inc for 11 years. AJP Financial Services serves individuals, including business owners, professionals, and retirees, as well as sponsors of qualified retirement plans. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, using a process based on capital market assumptions and modern portfolio theory.

Hi! I'm Kevin Lam, and I am the owner of Age Wisely Financial. With more than four decades of accumulated financial wisdom, I guide you (or your parents) in gaining understanding, making decisions, and taking action in such key areas as: • Purpose in Life: crafting a Life Purpose Statement • Income Stability: analyzing Social Security, pensions, investments, annuities • Portfolio Review: assessing asset tax status and allocation for alignment with goals and safeguards • Withdrawing from Investments: evaluating Target Funds, Guardrails, Bucketing, Bond Ladders • Medicare: reviewing current and projected health care costs and coverage • Roth Conversions: potentially lowering taxes in future years • Required Minimum Distributions (RMD): reducing through Qualified Charitable Distributions (QCD) and Qualified Longevity Annuity Contracts (QLAC) • Inheriting an IRA: untangling the complexities of the Required Beginning Date (RBD), 5-year, 10-year, and other rules • Donor Advised Funds (DAF) and Qualified Charitable Distributions (QCD): using strategies to meet your philanthropic goals and reduce tax • Loss of Spouse: mitigating “widow/widower’s tax penalty” + maximizing Social Security survivor benefits • Long-Term Care: searching for affordable choices • Reverse Mortgage: evaluating for appropriate use in accessing home equity • Aging in Place Modification: assessing home changes for continued independent living • Care Facility Search: helping locate care facilities • Identity Theft and Fraud Prevention: using available protection tools • Legacy Vision: communicating values and memories to future generations • Trusts: explaining use of Intentionally Defective Grantor Trust (IDGT), Grantor Retained Annuity Trust (GRAT), Domestic Asset Protection Trust (DAPT), Qualified Personal Residence Trust, (QPRT), Charitable Remainder Trust (CRT), and other advanced trusts. I serve you on a flat-fee basis. For individuals, $4,500. For couples, $6,000. I also serve you as Advice-Only. This means I provide recommendations for your asset portfolio (and your entire financial ecosystem), but you are always in command of your assets. You do not pay me any Asset Under Management (AUM) fees. You do not need to transfer any of your accounts. Let's talk. Let's work together to understand your concerns and goals, figure out your choices, and help you navigate your best course of action. Let's gain you comfort in your mind, and heart.

Jason Zola is a financial advisor at Cartera Investments with one year of industry experience. He holds a Series 65 designation and previously worked at Exelon Corporation from 2010 to 2024. Cartera Investments is a state-registered investment adviser serving individual and high-net-worth clients with personalized investment management and financial planning. The firm emphasizes asset allocation and diversified portfolios primarily through mutual funds, ETFs, fixed income securities, and occasional individual equities or REITs, operating mainly on a non-discretionary basis.

William Rizzo is the sole advisor at Quantum Strategies Wealth Advisory in Glen Mills, PA, with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has operated as a sole proprietor since 1989. In addition to his advisory work, he maintains an insurance agency role involving fixed insurance sales. Quantum Strategies Wealth Advisory provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a proprietary quantitative framework focused on economic cash-flow analysis to guide security selection and portfolio management, serving both retail clients and institutional retirement plans.

Dana Walker is a Series 65-licensed financial advisor with 35 years of industry experience. He is the sole advisor at Q(x) Branch Reserve Investments LLC, where he has worked since 2018. Before founding his current firm, he spent 31 years at Kalmar Investments Inc. and one year as a self-employed advisor. Q(x) Branch Reserve Investments LLC provides discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate or business entities. The firm focuses on low-turnover, long-horizon portfolios concentrated in small- to mid-cap growth companies, emphasizing fundamental analysis and tax efficiency.

Alexander Mancini is a financial advisor with Win Investing LLC in Swarthmore, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at RBC Capital Markets Corporation from 2009 to 2016 before founding Win Investing LLC in 2016. Win Investing LLC is an independent firm providing fee-only, percentage-of-assets portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, foundations, and pension/profit-share plans. The firm employs a top-down investment process combining fundamental analysis with technical methods, notably using Point and Figure charting to guide risk management and exposure scaling.

William Curry is a financial advisor at Delaware Advisory Group, Inc. with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at firms such as Blackridge Asset Management, Kovack Advisors, and Berthel Fisher & Company Financial Services. Outside of investment advisory, he is president of Tax Possibilities, Inc., a business and estate planning firm, and Wealth Wisdom Group, Inc., which focuses on marketing. Delaware Advisory Group, Inc. operates primarily through a co-advisory model in partnership with Flexible Plan Investments, LTD, providing investment services, financial planning, and consulting. The firm focuses on selecting and monitoring external managers, conducting due diligence, and assisting clients with portfolio reviews and onboarding, while the co-advisor retains discretionary trading authority.

Michael Cherrey is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led MDC Financial Consulting, LLC since 2001 and has operated his own CPA and financial planning practice since 1997. MDC Financial Consulting provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm develops individualized investment policy statements and implements balanced, asset-allocation portfolios, offering discretionary portfolio management and educational workshops, including services for institutional accounts and employee education programs.

Benjamin Conteh is a financial advisor at Bargeld Financial with a Series 66 credential and two years of industry experience. He has worked at Edward Jones and has been involved with Triage, LLC, a business offering tax advising, notarial, and loan signing services. Conteh has also held roles in academia and public service. Bargeld Financial is a fee-only independent advisory firm serving individuals, families, small businesses, non-profits, and retirement plans. The firm uses a bottom-up fundamental research approach combined with Modern Portfolio Theory, incorporating active and passive equity and fixed-income strategies, and integrates tax and insurance services through affiliated businesses.

Bruce Hunt is a financial advisor at Rose Valley Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rose Valley since 2006. Rose Valley Asset Management LLC provides wealth management, investment management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm manages approximately $90 million for about 70 clients, offering tailored portfolio management and written financial plans with a focus on fundamental and technical analysis, asset allocation, and use of mutual funds and ETFs.

I often hear two common questions from my clients: "Am I saving enough for retirement?" and "How can I reduce my tax burden?". These are crucial questions that need comprehensive and objective financial planning. I’m passionate about helping my clients find financial clarity and achieve their financial goals with personalized planning and investment strategies, with a special focus on tax planning. My mission is to help individuals, families, retirees, and business owners make wise financial decisions and effectively grow, manage, and protect their assets throughout life's various and often complex transitions. As a fee-only financial planner and fiduciary, I always put my client's interests first. I never receive any commission or incentive and I have an obligation to provide unbiased and trustworthy financial advice. I’m happy to offer flexible fee arrangements for clients who wish to manage their own investments. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Pennsylvania-licensed Certified Public Accountant. I live in Delaware County, Pennsylvania with my wonderful wife, Whitley, and our beautiful daughter.

Jordan Moore is a financial advisor at Champion Investments LLC with six years of industry experience. He holds a Series 65 designation and has worked at Champion Investments since 2019. In addition to his advisory role, Moore is an assistant professor of finance at Rowan University, a position he has held since 2017. Champion Investments LLC provides discretionary portfolio management services to individual investors, high-net-worth individuals, and small businesses. The firm employs an active, signals-driven investment approach that combines fundamental and technical analysis to select U.S. equities and ETFs, typically reviewing portfolios weekly and trading on a discretionary basis.

Benjamin Chambers is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is the managing member and Chief Compliance Officer of Elevation Wealth LLC and has previously worked with Purshe Kaplan Sterling Investments and Trinity Financial Partners II, LLC. Outside of his advisory work, Chambers coaches youth soccer on weeknights. Elevation Wealth LLC provides financial planning and portfolio management services primarily to individuals, high-net-worth clients, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient, low-cost vehicles, and incorporates client constraints in its generally nondiscretionary management style.

Hi, I’m Bob Falcon. I'm the President and Founder of Falcon Wealth Managers LLC and College Funding Solutions LLC. I leverage my unique skills as a CPA (Tax) along with my CFP(R) to provide tax-efficient financial and retirement advice to my clients. As a Certified College Financial Consultant, I help families to minimize the cost of college by (1) making sure they get the financial or merit aid they are entitled to, and (2) identifying great colleges that are not on their list where they can obtain significant aid. After graduating from Villanova with a BS in Accounting, I started my financial services career working 9 years in public accounting as a CPA in Tax. I rose to the Manager level in a Big 4 Accounting firm, then broadened my expertise by earning an MBA at Kenan-Flagler Business School (UNC-Chapel Hill). Today, my goal is to make sure my clients do not pay any more tax than is legally required so that they (not the government) can enjoy their lifetime savings. As a self proclaimed "Tax Geek with Personality," I revel in helping my clients to pay as little tax as possible. I help my younger clients with their executive compensation (stock option) strategies as well as optimizing their employee benefit selections. For those nearing retirement, I develop individualized multi-year tax strategies that allow them to minimize their taxes on retirement savings withdrawals and to optimize their Social Security election strategy. In the end, I want all my clients to share their wealth with their children, grandchildren, and their charities instead of with the government.

Scott Champion is a financial advisor at Champion Financial & Tax Services, LLC in Sewell, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Linsco Private Ledger since 2006 while operating his own firm since 2001. His practice includes both investment advisory and tax preparation services, with licensure as an insurance agent. Champion Financial & Tax Services manages approximately $30 million in discretionary portfolios primarily for individual clients, focusing on growth-oriented equity selection based on fundamental and technical analysis. The firm combines investment management with tax planning and insurance services, offering integrated updates during tax season without accepting commissions or custodial research payments.

Donald Webb Jr. is a financial advisor at Webb Financial Planning LLC in Haddon Heights, NJ, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been operating his independent advisory firm since 2003. Webb Financial Planning LLC serves individual clients, including some high-net-worth households, offering fee-only financial planning and portfolio management without accepting commissions or selling financial products. The firm employs a non-discretionary, fixed-fee approach that emphasizes fundamental analysis, longer-term asset allocation, and periodic investment management rather than continuous monitoring.

Samuel Lewis is a financial advisor at SJL Financial LLC in Wilmington, Delaware, holding the ChFC® designation and a Series 65 license with four years of industry experience. He serves as Recruiting Superintendent for the Delaware Air National Guard, a role he has held since 2012. SJL Financial, LLC is a fee-only, single-advisor firm providing project-based and ongoing comprehensive financial planning to individuals, including retail and high-net-worth clients. The firm delivers written plans and recommendations without managing assets, typically favoring passive portfolio construction and employing a mix of fundamental, technical, cyclical, and charting methods in its investment analysis.