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.

Jason Abruzere is a financial advisor at Weyhill Investment Counsel, LLC, holding the Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Weyhill Investment Counsel since 2004 and was previously involved with Weyhill Capital, LLC, and Weyhill Distribution Partners, LLC. Outside of advisory work, he managed Abruzere Properties, LLC for over a decade. Weyhill Investment Counsel is a fee-only Registered Investment Advisor serving individuals, families, high-net-worth investors, and small- to mid-size employer plans. The firm employs an evidence-based, Modern Portfolio Theory approach, offering diversified global portfolios primarily through institutional no-load mutual funds and low-cost ETFs, alongside a range of retirement-plan advisory services.

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.

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.

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.

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

Guenter Wesch is a financial advisor at RCK Wealth Advisory LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. Wesch also operates a tax preparation and accounting business alongside his advisory role. RCK Wealth Advisory LLC is an independent, single-advisor firm providing discretionary asset management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerances, utilizing fundamental analysis and a combination of long- and short-term approaches.

Kevin Dodgson is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Shetland Financial, PLLC. His prior work includes roles at Tufts Health Plan, State Street Bank, and Prudential Financial. Shetland Financial provides financial planning and wealth management services primarily to individual and small business clients, integrating tax and accounting services alongside investment advisory. The firm employs fundamental analysis and favors passive portfolios using mutual funds and ETFs, managing client accounts on a non-discretionary basis.

Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of Advanced Paint Repair Systems, an automotive refinishing business in Upper Black Eddy, PA. Aequitas Equitas Wealth Management provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan consulting to individuals, institutions, and businesses. The firm’s investment approach focuses on building core equity portfolios designed to outperform over a three- to five-year market cycle, using fundamental analysis combined with valuation and technical reviews, and employs various asset classes and risk-management strategies tailored to client needs.

William Stanert is a CFP® with 43 years of industry experience and is the sole advisor at Moondance Investment Advisors, LLC in New Hope, PA. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Moondance Investment Advisors in 2012. Stanert is also a licensed life insurance agent with Wentworth Financial Partners, focusing on fixed and traditional insurance products. Moondance Investment Advisors provides customized investment advisory and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis across various asset classes.

Anthony Parenti is the sole advisor at Parenti Wealth Management in Bethlehem, PA, holding a Series 63 designation with 13 years of industry experience. He is also the owner and sole proprietor of Parenti Consulting DBA Apex Accounting, Tax and Insurance Agency, where he provides CPA and insurance services. Parenti has managed his wealth management firm since 2012 and has been operating his accounting and insurance practice since 1994. Parenti Wealth Management offers financial planning and consulting services, educational seminars, and acts as a solicitor by referring clients to third-party investment managers who directly manage assets. The firm combines a CPA background and licensed insurance practice with advisory services, delivering tailored planning support and monitoring recommended managers on behalf of clients.

Kimberly Black is a financial advisor at Greythorne Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC, Edward Jones, and American Portfolios Financial Services, Inc. Greythorne Advisors is a single-advisor registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches and manages client accounts on a non-discretionary basis, allowing clients to retain transaction approval authority.

Cody Hofstetter is the sole advisor at Hofstetter, Cody L., holding a Series 65 designation with five years of industry experience. In addition to his advisory role, he is the CEO and owner of Sovereign Cyber Industries, a cybersecurity firm he has operated since 2011. Prior to his current advisory position, he was involved with Pulp Cafe & Juice Bar LLC. Hofstetter, Cody L. focuses on advisory and consulting engagements for institutional-style and pooled investment vehicles, serving entities such as trusts, estates, and charitable organizations. The firm emphasizes manager selection and due diligence, employs a range of analytical methods, and uses fixed and hourly fee arrangements without custody or discretionary management of client assets.

Michael Coen is the sole advisor at East West Advisers, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 17 years at Seslia Securities before founding East West Advisers in 2016. Coen is also the founder of MCC Advisory, a freelance consulting business, and the managing member of Horizons Capital LLC, which manages a small private investment fund. East West Advisers provides discretionary portfolio management to individual and institutional clients, managing equity and fixed-income portfolios tailored to client needs. The firm combines bottom-up security selection with top-down asset allocation and sponsors a private pooled fund that employs listed equity options and a performance-based fee structure.

Walter Wandall is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He is the principal of 100 Plus Planning, an independent, single-advisor firm he has led since 2023. His prior experience includes roles at Stifel, Nicolaus & Company, Commonwealth Financial Network, and several other financial firms. 100 Plus Planning provides comprehensive and project-based financial planning services to individuals, families, high-net-worth clients, and business entities. The firm focuses on written financial plans and advisory engagements without managing client investment accounts, offering guidance on asset allocation that combines passive and active strategies along with educational seminars.

William Evans III is the principal of William Evans Investment Advisor in Pipersville, PA, holding a Series 65 designation with seven years of industry experience. He has managed his investment advisory firm since 2018 and is also a partner in NavAxxess Health Solutions, a management consulting company serving the pharmaceutical industry. William Evans Investment Advisor offers investment advisory and residential real estate advisory services to individual clients, focusing on value-oriented, long-term equity investments identified through proprietary algorithms. The firm provides fixed-fee financial check-ups and planning services without taking custody of client funds or exercising investment discretion.

David Behar is a financial advisor at Keystone Fiduciary Financial Planning and Tax Advisory with nine years of industry experience. He previously worked at Edward Jones for nine years and Air Products for one year. He holds Series 63, Series 65, and Series 66 licenses. Keystone Fiduciary Financial Planning and Tax Advisory provides ongoing portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-method investment approach focused on long-term trading and offers discretionary and non-discretionary management tailored to each client’s goals and risk tolerance.

David Robertson is the principal of Arete Asset Management, LLC, an independent firm based in Bethlehem, PA. He holds the CFA® designation and a Series 65 license, with 14 years of industry experience. Robertson has led Arete Asset Management since 2008. Arete Asset Management specializes in managing discretionary separate accounts for individual investors using a single asset-allocation strategy focused on publicly traded securities. The firm applies a combination of quantitative, fundamental, macroeconomic, technical, and behavioral analysis to construct portfolios that emphasize disciplined execution and governance.