Beth Dandrea is a Certified Financial Planner® with 12 years of industry experience. She is the sole advisor at Plumtree Financial Planning and has operated her own financial planning practice since 2007. Plumtree Financial Planning provides comprehensive financial planning and portfolio management services to individuals and families, focusing on long-term, tailored strategies that incorporate budgeting, tax planning, life insurance, and estate planning. The firm offers both ongoing and project-based advice, maintaining a fee-only model without custody of client assets.

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

Timothy Caban is a CFP® with 16 years of experience in financial advising. He has been with Copper Beech Advisors, LLC since 2009, where he is the sole advisor. The firm provides fee-only financial planning and investment advisory services to individuals and small business owners, offering comprehensive planning that includes tax, estate, retirement, and risk management. Copper Beech Advisors manages approximately $65 million in client assets for around 150 clients, using a fixed retainer fee model rather than percentage-based fees, and emphasizes tailored portfolios based on client objectives and non-discretionary account management.

Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® in Phoenixville, PA. I help families navigate complex tax & estate issues so they can accelerate their wealth-building journey & transfer their wealth to the next generation efficiently. My approach blends technical expertise with practical, real-world planning to make sure clients feel confident, informed, and fully supported at every stage of their financial lives. As both a CPA and CFP®, I focus on strategies that go far beyond investment management. Tax planning, estate structuring, retirement income optimization, equity compensation guidance, and multigenerational wealth transfer are at the core of my practice. I believe that true financial planning is proactive, not reactive. That means helping clients reduce lifetime taxes, avoid costly estate mistakes, and organize their financial lives so that everything works together—efficiently and intentionally. My practice is built on clarity, education, and long-term relationships. I take the time to understand what matters most to each family, then create a plan that aligns with their values, their goals, and their legacy. Whether you're navigating a major financial decision, preparing to retire, or planning for the next generation, I’m here to guide you through the complexities so you can focus on living the life you’ve worked hard to build.

Jonathan Monroe is a financial advisor at New Wave Financial LLC in Collegeville, PA, with 10 years of industry experience. He holds the Series 66 designation and has prior work experience at SEI Investments, The Trade Desk, Amazon, and currently Viant Technology Inc, where he is a Senior Account Director supporting clients in advertising technology. New Wave Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering customized investment policy statements and discretionary trading authority. The firm employs a variety of analytical methods to guide asset allocation and investment selection and collaborates with SEI Private Trust Company for managed account solutions.

Christopher Glover is the principal of Cerebrum Financial Services, LLC, an independent registered investment adviser based in Devon, PA. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Prior to founding Cerebrum Financial Services in 2013, he worked at TradingBlock from 2016 to 2018. Outside of his advisory role, he is involved in business consulting through Cerebrum Strategic Advisors. Cerebrum Financial Services serves a small client base including individual, high net worth, and institutional clients by recommending third-party money managers and providing financial consulting and non-discretionary portfolio services. The firm does not directly manage assets but monitors third-party managers and offers advice on risk assessment and retirement rollover decisions.

Raymond Zong is a financial advisor with Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Global Wealth Management in 2024, he worked at Ni Advisors and Nationwide Planning Associates, Inc. He is also involved in real estate and life and health insurance activities outside of his advisory role. Global Wealth Management provides asset management, financial planning, and capital-raising services to high-net-worth individuals and businesses. The firm constructs portfolios based on market trends and economic conditions, managing accounts primarily on a discretionary basis while allowing clients input on asset selection.

Jason Revland is the sole advisor at Revland Wealth Advisors, an independent firm based in Ambler, PA. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including prior roles at Blueprint Capital Management and as an independent consultant. In addition to his advisory work, Mr. Revland provides non-advisory business consulting services. Revland Wealth Advisors offers discretionary investment management and financial planning primarily to high-net-worth individuals, families, trusts, and estates. The firm constructs customized portfolios using individual equities, ETFs, covered options, and alternative investments, combining fundamental and technical analysis within a generally long-term approach while maintaining flexibility for shorter-term trades and hedging.

Stephen Troutman is a CFP®-designated financial advisor with 21 years of industry experience. He is the principal of Troutman Wealth Management, which he founded in 2019, following prior roles at Lion Street Financial, FSC Securities Corporation, and Main Line Financial Advisors. Outside of finance, he owns Troutman Fitness, LLC, where he works as a personal trainer, and operates SMKL, Inc., a consulting and marketing business related to his fitness activities. Troutman Wealth Management provides discretionary and non-discretionary wealth management and investment consulting services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and corporate entities. The firm employs a combination of fundamental and technical analysis to guide diversified portfolios of mutual funds and ETFs, managing accounts primarily on a discretionary basis with ongoing monitoring and professional judgment.

Kevin Woolsey is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Time Value Financial, LLC. His prior experience includes six years at The Vanguard Group, Inc., and operating as a sole proprietor before joining his current firm. Time Value Financial, LLC offers fee-only consultative financial planning primarily to self-directed investors and high-net-worth individuals. The firm emphasizes written financial plans and strategic asset allocation using globally diversified portfolios composed of index mutual funds, ETFs, and collective investment trusts, without managing client assets or charging asset-based fees.

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.

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.

John Peterson is a CFP® professional with 27 years of experience in financial advising. He has been the sole advisor at Cwm Financial Group, Inc. since 1998. The firm provides wealth management and discretionary portfolio management services primarily for individuals, high net worth clients, trusts, and estates. Cwm Financial Group emphasizes long-term investment strategies using diversified mutual funds and ETFs, supplemented by multiple analytical methods and sub-advisory support.

Michael Pidhirskyj is a CFA charterholder and financial advisor at CapRidge Advisors with over 20 years of industry experience. He previously worked at Pitcairn for seven years and SEI Investments for thirteen years before joining CapRidge Advisors in 2024. CapRidge Advisors is an independent registered investment advisor that provides discretionary portfolio management and financial planning to individual and business clients, including high-net-worth individuals. The firm employs a total-portfolio approach with diversified ETFs, registered investment companies, and specialized instruments, and it also offers outsourced Chief Investment Officer services and educational seminars to other advisory firms.

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.

Kahlilah Dowe is a CFP®-certified financial advisor with 17 years of industry experience. She is the principal of TrueWealth Solutions, an independent advisory firm she has led since 2023. Her prior experience includes roles at Vanguard and The Fedcap Group. TrueWealth Solutions provides fee-only, comprehensive and project-based financial planning, financial coaching, and educational seminars for individuals, couples, and families. The firm offers non-discretionary advice without managing client assets, using modern portfolio theory and passive asset-allocation principles in its securities recommendations.

Timothy Powers is a financial advisor at Powers Capital Management in Conshohocken, PA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Benefit Consultants Group and BCG Securities, Inc. from 2006 to 2019 before founding his current firm in 2019. Powers Capital Management serves individuals, families, trusts, and small business owners by providing discretionary portfolio management and comprehensive financial planning. The firm customizes portfolios based on client goals and risk profiles, using a combination of mutual funds, ETFs, equities, fixed income, and alternative investments, and incorporates various research methodologies in its investment process.