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.

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.

Shandon Gelbaugh is the sole advisor at Arca Archa, LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Arca Archa since 2007. The firm provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and select corporate entities. Arca Archa employs a combination of charting, fundamental, technical, and cyclical analysis, managing most assets on a non-discretionary basis with regular client authorization and reporting, a practice that is uncommon among its peers.

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.

Wayne Gifford is the sole advisor at Financial Spectrum Inc. in Abington, PA, holding a Series 63 designation with 26 years of industry experience. He has been with Financial Spectrum since 1999. In addition to his advisory role, Gifford is a shareholder partner at Gifford & Uslin PC, a CPA firm providing accounting, bookkeeping, tax consulting, and computer system services to individuals and small businesses. Financial Spectrum Inc. offers fee-only investment management and financial planning services to U.S. individuals and select institutional clients. The firm manages approximately $5.63 million in assets across 17 accounts, using a non-discretionary approach with portfolios constructed from ETFs, mutual funds, individual equities, and fixed-income securities.

Mario Pelosi is the sole advisor at Time Investments, LLC, an independent investment advisory firm based in Huntingdon Valley, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Pelosi has managed Time Investments since 2007. Time Investments, LLC specializes in personalized investment advisory and asset management services primarily for federally insured credit unions and small-business 401(k) plans. The firm operates on a non-discretionary, consultative basis and coordinates with third-party administrators and institutional custodians.

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.

Keith Donnell is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is the president of Modern Wealth Concepts LLC and has served as an Adjunct Professor of Finance at Saint Joseph's University since 2016. Additionally, he provides personal financial counseling services to Pennsylvania National Guard service-members as a Department of Defense contractor. Modern Wealth Concepts LLC offers financial planning, investment consulting, and advisory services primarily to individuals and families, typically serving non–high-net-worth clients. The firm’s approach centers on customized asset-allocation models and written Investment Policy Statements, with a focus on non-discretionary management and client approval for material changes.

Daniel Dolcini is the principal of Dolcini Capital Management, an independent advisory firm, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own firm since 2001, following a role at BMA Advisors, LLC. Dolcini is also president of DOLCINI, D'ELIA & STRAIN, a financial services company engaged in insurance sales. Dolcini Capital Management provides investment management and financial planning to individuals, trusts, small businesses, corporations, and estates. The firm develops client-specific investment strategies based on personal financial information and market research, offering non-discretionary portfolio management alongside written financial plans and referrals for discretionary or alternative investment services.

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.

Michael Bonfrisco is the sole advisor at Bonfrisco Wealth Management LLC in Cherry Hill, NJ, holding a Series 65 credential with 13 years of industry experience. He also owns and operates Bonfrisco Law Firm, where he has practiced law for over 25 years. Bonfrisco Wealth Management LLC provides ongoing portfolio management and fixed-fee financial planning primarily to individual and high-net-worth clients. The firm employs a combination of technical analysis and modern portfolio theory within a long-term trading approach, investing in mutual funds, equities, bonds, and fixed-income instruments, with all account reviews conducted by the sole managing member.

Eugene Kuntorovsky is a financial advisor at Isakov Planning Group Inc. in Southampton, PA, holding a Series 65 designation with seven years of industry experience. Prior to joining Isakov Planning Group in 2017, he worked at Aflac for 12 years. Isakov Planning Group Inc. provides financial planning, wealth management, and family office services to individuals, families, businesses, pension plans, and trust accounts. The firm uses a structured planning process and primarily implements investment programs with exchange-traded funds, serving a large client base with both discretionary and non-discretionary engagements.

Thomas Makowsky is the sole advisor at TCM Investment Management in Lawrence, NJ. He holds Series 63 and Series 65 licenses and is concurrently completing a finance degree while working in the industry. His prior work experience includes roles at Whole Foods, CIM Securities, and various community and educational organizations. TCM Investment Management is a single-advisor registered investment adviser offering discretionary portfolio management and a financial consulting subscription to individual clients. The firm focuses on fundamental analysis with a long-term holding strategy and provides integrated advisory and consulting services through a single custodian platform.

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.

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