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.

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Damon Gray is the sole advisor at Jura Investments, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an Instructor of Management and Finance at Montgomery County Community College since 2015, including a term as Diversity Fellow of Finance. Jura Investments primarily serves pooled and institutional clients such as pension and profit-sharing plans, trusts, and corporate or charitable entities, while also offering services to high-net-worth individuals. The firm provides discretionary portfolio management and pension consulting, combining formal pension consulting with public educational workshops and employing a multifaceted asset allocation approach.

Timothy Ireland is a Series 65 licensed financial advisor with 12 years of experience at Hibernia Sales Corporation. He has been with the firm since 2014. Hibernia Sales Corporation is a privately held investment adviser serving institutional and high-net-worth clients, including charitable organizations, family offices, and pension funds. The firm employs a combination of technical, fundamental, and cyclical analysis within client-specified limits and uses performance-based fee arrangements tied to the S&P 600 benchmark.

Robert Peloso is a financial advisor with 10 years of industry experience, currently serving at 3rd Level Analytics. He holds the Series 66 designation and previously worked at Merrill and Bank of America, N.A. Mr. Peloso also provides math tutoring for high school students on a part-time basis. 3rd Level Analytics offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to develop long-term investment strategies, primarily operating on a non-discretionary basis with regular client reviews.

Kenneth Smith is a financial advisor at Alden Investment Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Equalize Capital and Dekania Capital Management. He is also the owner and Chief Compliance Officer of Compass Financial Advisors, LLC. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, and standalone fee-only financial planning, emphasizing customized asset allocations through proprietary strategies and third-party managers delivered via its Alden COVE platform.

Adam Wilk is a financial advisor at Greystone Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Citibank and Dixon Hughes Goodman. Greystone Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, family offices, and corporate and pension/profit-sharing plan clients. The firm employs a concentrated, long-only equity strategy focused on micro- and small-capitalization stocks, emphasizing fundamental research and a value-oriented approach with multi-year investment horizons.

Michael Kwiatkowski is a CFA charterholder and financial advisor with two years of industry experience. He is the principal of WHTG Wealth Management, LLC, an independent firm he founded in 2025. Prior to establishing WHTG, he worked for eight years at The Board of Pensions - PC USA. In addition to his advisory role, he is a licensed insurance professional who dedicates a portion of his time to insurance sales. WHTG Wealth Management provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term investment approach that includes fundamental and cyclical analysis to build diversified portfolios of low-cost mutual funds, ETFs, individual bonds, and occasionally closed-end funds and cryptocurrency ETFs.

John Dimatteo is the sole advisor at DiMatteo Financial Group in Chadds Ford, PA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led his independent advisory firm since 2010. Outside of financial advising, he owns a temporary staffing agency serving the hospitality sector. DiMatteo Financial Group provides fee-based investment advisory and portfolio management services to individuals, pension plans, corporations, and other business entities. The firm emphasizes a tactical allocation strategy based on fundamental analysis and manages approximately $42.3 million across about 90 clients, focusing notably on non-discretionary portfolio management and pension consulting.

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.

Jason Driver is a financial advisor with Adair Financial Private Client Group in West Chester, PA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes roles at LPL Financial LLC, The Investment Center Inc, IC Advisory Services Inc, and Dunham and Associates. Adair Financial Private Client Group provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, and businesses. The firm manages approximately $11 million across 30 client relationships, using a largely asset-allocation driven, passive investment approach with ETFs and mutual funds, supplemented by fundamental, technical, and cyclical analyses when appropriate.

Bryan Stirling is the sole advisor at Stirling Investment Management in Coatesville, PA. He holds a Series 65 credential and has one year of experience in investment management. Prior to founding his firm in 2025, he worked in various roles at companies including Amerihealth Caritas and Davita Kidney Care. Stirling Investment Management is a newly formed, state-registered adviser providing fee-based portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical allocation approach using a wide range of instruments, including higher-risk options and over-the-counter securities, and offers custom, non-discretionary recommendations requiring client approval before trading.

John Gulli is a financial advisor at Kendall James Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at John Paul Gulli since 2006. Kendall James Advisors provides discretionary portfolio management focused on equity-oriented portfolios for qualified clients. The firm employs a value-oriented investment approach based on fundamental analysis and manages accounts on a discretionary basis, offering ongoing supervision, rebalancing, and performance reporting.

Eric Thompson is the principal advisor at Thompson Capital Management, LLC, an independent firm based in West Chester, PA. He holds a Series 65 designation and has 12 years of experience in financial advising. In addition to his work in finance, he is a senior validation engineer in the engineering and construction industry, where he analyzes complex systems and participates in corporate strategy committees. Thompson Capital Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on tailored asset allocation and security selection. The firm employs multiple analytical methods and a range of trading strategies, managing accounts on a discretionary basis with quarterly reviews and a focus on best execution and equitable opportunity allocation.

Adil Masani is a CFP® and ChFC® with 18 years of industry experience. He is the managing member of Masani Wealth Management, LLC, an independent advisory firm he has led since 2010. In addition to his advisory role, Masani is an independent insurance agent, spending approximately 10% of his time in insurance sales and services. Masani Wealth Management provides personalized financial planning and discretionary investment management to individuals, business owners, and charitable organizations. The firm combines portfolio management with comprehensive planning services and employs a range of analytical techniques, including fundamental, technical, and cyclical analysis, to support client objectives.

Carter Lee is a CFA® charterholder and the principal advisor at Lenape Investments, LLC, with 12 years of industry experience. He has led Lenape Investments since 2015. Outside of his advisory work, he serves as chairman of the Tatnall School Investment Committee and is a member of the Mount Cuba Center Investment Committee, both roles involving oversight of institutional endowment investments. Lenape Investments is an independent firm serving primarily high-net-worth individuals and their families with discretionary separately managed equity portfolios. The firm focuses on large-cap U.S. equities, employing a proprietary fundamental bottom-up analysis combined with macro and technical inputs to construct concentrated, low-turnover portfolios tailored to each client.

John Lyttle is a financial advisor at The Lyttle Company, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Health Monitor Network, Vornado Realty Trust, and Johns Hopkins University. The Lyttle Company provides discretionary and non-discretionary portfolio management for individual clients, including trusts, IRAs, and self-directed 401(k) accounts, and offers retirement fund consultation services. The firm follows a research-intensive, long-term investment philosophy focused on corporate fundamentals and maintains a publicly available newsletter, combining pension consulting with direct equity investment management.

Jeffrey Kaczmarczyk is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently the sole advisor at Tri-State Wealth Advisors, having previously worked at Blue Rock Financial Group, MLK Investments, Roch Capital, FS Investment Solutions, LLC, and Wilmington Trust. Tri-State Wealth Advisors is an independent registered investment adviser serving individual and high-net-worth clients with portfolio management, comprehensive financial planning, and pension consulting. The firm integrates tax preparation services through an affiliated tax firm and applies fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach.