Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.

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.

Jeffrey Beyer Jr. is a financial advisor at Paladin Retirement Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and USA Financial Securities Corporation. In addition to his advisory work, he is also licensed to sell fixed insurance products. Paladin Retirement Advisors focuses on retirement plans and plan sponsors, providing both asset management and financial planning services. The firm offers ERISA fiduciary roles, investment policy development, and participant education, with a distinctive emphasis on pension consulting through both 3(21) and 3(38) plan services.

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.

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

William Sands Jr is a financial advisor at DEL VAL Retirement and Investment Services Inc with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Winthrop Partners and PNC Investments. Outside of financial advising, he serves as a board member of the Plumstead Historical Society and is involved in local charitable fundraising through the Willow Charitable Fund. DEL VAL Retirement and Investment Services Inc provides discretionary asset management and financial planning to individuals, high net worth clients, trusts, small businesses, and estates. The firm combines fundamental and technical analysis in its investment approach and manages portfolios on a discretionary basis with documented client goals and restrictions.

Michael Guarracino is the sole advisor at MG Financial Management, LLC, an independent registered investment adviser based in Doylestown, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience, including six years at Concert Wealth Management, Inc. He serves as a board member of Forest Grove Presbyterian Church. MG Financial Management provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm uses a technical-analysis approach to tailor portfolios based on client objectives, time horizons, and risk tolerance, with regular account reviews and a focus on accommodating client-imposed investment restrictions.

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.

Michael Scavullo is a financial advisor with Solebury Asset Management LLC in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera Investment Advisers LLC. He is also licensed as an insurance agent and engages in insurance sales and advisory activities. Solebury Asset Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolios that incorporate a range of investment strategies and serves as a wrap fee program sponsor with affiliations in insurance and brokerage channels.

Michael Keitz is the principal of Keitz Investment Management Ltd. in Ambler, PA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has managed his independent firm since 1994. Keitz Investment Management Ltd. offers discretionary investment management and standalone advisory services to individual investors, trusts, non-profits, and corporate clients. The firm employs a value-investing approach centered on long-term equity ownership, active security selection, diversification, and tax-aware strategies, serving both high-net-worth and non-HNW clients.

Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.

Kristopher Wallick is the principal advisor at Wallick Wealth Management in Perkasie, PA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wallick Wealth Management is an independent registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as small businesses and corporations. The firm offers discretionary wealth management and integrated financial planning, employing a range of investment strategies tailored to clients’ objectives and risk tolerance.

Yunfei Zhou is a CFA® charterholder and the sole advisor at Infinite Spring Asset Management with two years of industry experience. Prior to founding the firm, Zhou was self-employed and held a position at the University of Southern California. Infinite Spring Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and endowment funds. The firm employs a conservative, value-oriented approach focused on bottom-up fundamental analysis to identify undervalued securities and manages portfolios on a discretionary basis within client guidelines.

Donald Ballai is the principal of South Lane Wealth Management LLC in Ringoes, NJ, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led South Lane Wealth Management since 2013. Outside of his advisory role, he manages South Lane Advisors LLC, a consulting firm assisting medical groups with business planning and financial matters, and is involved with Life's Essential Documents LLC and Apptitude LLC, companies focused on medical legal forms and healthcare applications respectively. South Lane Wealth Management LLC offers fee-based wealth and portfolio management services for individuals and small businesses, including pension consulting and 401(k) plan sponsorship. The firm employs a documented investment policy, discretionary management, and a combination of analytical strategies across various asset classes, while also providing institutional-type services such as monitoring pension plans and recommending plan service providers.

Jeffrey Gross is the sole advisor at 1-800-401K Plan.com, LLC, an independent registered investment adviser based in Lawrenceville, NJ. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having been with his current firm since 2005. 1-800-401K Plan.com, LLC provides discretionary and non-discretionary investment advisory services, retirement planning, and financial consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes 401(k), 403(b), and 457 plan management and consulting, using a quantitatively scored questionnaire and disciplined interview process to determine portfolio style and risk tolerance, with portfolios typically allocated to mutual funds and occasional individual securities.

Andrew Gregory is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is the sole advisor at Gregory Financial LLC, a firm he founded in 2025. Prior to this, he held roles at Google, Oxygen, Mambu, Inc., Synctera, and Duff & Phelps Securities, LLC. Outside of his advisory work, he is involved in strategic partnerships at Google. Gregory Financial LLC is a state-registered investment manager that provides discretionary asset management alongside financial planning and consulting services. The firm serves individuals, trusts, nonprofits, small businesses, and estates, tailoring investment decisions to client objectives using fundamental, technical, cyclical, and Monte Carlo analysis methods.

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.

Michael Liu is a Series 65-licensed financial advisor at Capuchin Capital with six years of industry experience, including his current role at Intelligent Fanatics Capital Management. He studied at Rutgers University from 2017 to 2020. Capuchin Capital provides discretionary investment management to high-net-worth individuals and qualifying entities, employing a single investment strategy that combines fundamental, technical, and proprietary analysis across publicly listed equities and derivatives. The firm operates with full discretionary authority and uses a performance-based compensation model, serving only qualified clients.

Eric Greenberg is a financial advisor at ESG Wealth Advisors in Lansdale, PA, holding a Series 65 designation with two years of industry experience. Prior to founding ESG Wealth Advisors, he worked at Precision Nutrition, Tradefull, and Life Line Screening. ESG Wealth Advisors is an independent firm that provides personalized wealth management and financial planning services to individuals, families, and companies. The firm employs a long-term investment approach that incorporates both fundamental and technical analysis and offers a range of investment types, including alternatives, while emphasizing governance and transparency through detailed risk disclosures and a written Code of Ethics.

Frank Martinez is the sole advisor at Penn Portfolio Partners LLC, holding a Series 65 credential with one year of industry experience. His work history includes roles at EmergenceTek Group Inc., Language Service Associates, Inc., and EMS LINQ, LLC, with a background in physics and software development. Penn Portfolio Partners provides active asset management and financial planning services to individuals, high-net-worth individuals, trusts, and small businesses. The firm builds tailored portfolios using fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis aligned with clients’ objectives and risk tolerance.