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.

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.

Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.

Stephen Elliker is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Elliker Financial, which he founded in 2025, after previously working at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of financial advising, he is co-owner of Elliker Cookie Company, a business involved in scheduling, business development, and sales. Elliker Financial serves individuals and high-net-worth households by providing wealth management and comprehensive financial planning, including investment management, retirement and college planning, business planning, and risk and tax considerations. The firm uses a discretionary approach emphasizing asset allocation based on Modern Portfolio Theory, combining both passive and active investment vehicles and offering socially responsible investing options upon request.

William Mccartin is a financial advisor with First Financial Security, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with MML Investors Services, Inc. since 1995. First Financial Security, LLC is a state-registered independent investment adviser serving individual clients with approximately $9.6 million in non-discretionary assets across 27 accounts. The firm employs both fundamental and technical analysis to implement long-term, short-term, and trading strategies, managing accounts primarily on a non-discretionary basis and offering individualized portfolio management alongside limited securities advice and special consultation engagements.

Joseph Bucara is a CFP® with 21 years of industry experience and has been the sole advisor at JCB Financial, Inc. since 2006. He holds Series 63, 65, and 66 licenses and operates out of Collegeville, PA. JCB Financial provides investment supervisory services and financial planning to individuals, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a top-down macroeconomic framework combined with fundamental and technical security analysis, emphasizing diversification, cost control, and low portfolio turnover, often leveraging exchange-traded funds alongside other investment vehicles aligned with client objectives.

Michael Henzes, CFP®, MBA, EA Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!! My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we’re different from other advisors: Advice Only – Never worry about being sold something you don’t want. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring. I'm originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA). I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service. I've accrued more than 23 years of experience in the accounting and financial services industry in a number of different capacities. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients. You can learn more about my professional background here: LinkedIn: https://www.linkedin.com/in/finplanningspecialist/ On the personal side, I've been married for over 20 years and have four children. I enjoy tinkering, working on cars, being in the outdoors and I'm a basketball enthusiast. If you’d like to talk and further explore how we might be able to help, I would encourage you to give us a call, send an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon. – Michael Henzes

Joshua Fennimore is the sole advisor at Benchmark Financial, an independent firm based in Schwenksville, PA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has operated Benchmark Financial, formerly known as Fennimore Advisory, LLC, since 2008. Benchmark Financial provides discretionary and non-discretionary investment advisory services, as well as standalone financial planning and consulting, to individuals, trusts, estates, and businesses. The firm serves both corporate and individual clients and tailors portfolios using a variety of investment vehicles, typically managing accounts under discretionary authority.

Karen Vavra is a financial advisor at VCM Wealth with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at State Street Corporation and BNY Mellon. Outside of her advisory role, she is a licensed insurance agent for accident, health life insurance, and fixed annuities. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis with systematic asset allocation, implementing portfolios through proprietary ETF models and conducting formal quarterly account reviews.

Charles Falco is a financial advisor with Limerick Financial Group, LLC in Limerick, PA, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Limerick Financial Group since 2006 and previously operated Falco and Associates, Inc. for 34 years. Limerick Financial Group serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, bond funds, government securities, proprietary asset-allocation models, and specialty equity strategies, and manages approximately $68 million in discretionary assets.

Vivek Sharma is a CFA® charterholder with 12 years of industry experience. He is a principal at Gwynedd Wealth Partners, LLC and the founder of Connotia, LLC, a pharmaceutical consulting firm where he provides strategic and scientific analysis on pharmaceutical projects. Gwynedd Wealth Partners advises individuals, families, corporations, and institutional clients, offering investment supervisory services and financial planning tailored to client-specific needs. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across both long-term and short-term investment strategies.

Franklin Morgan is the sole advisor at Morgan Financial Incorporated, holding Series 63 and Series 65 designations with 27 years of industry experience. He has worked at Cambridge Investment Research, Inc. since 2006 and has been involved with Morgan Financial Incorporated since 2005. Outside of advising, he is a member of the LLC that operates Lazy B Bar and Cafe in Montana and also works as an independent insurance agent. Morgan Financial serves individual and high-net-worth clients with personalized portfolio management and comprehensive financial planning services. The firm employs a fundamental analysis-based investment approach focused on long-term strategies, managing most assets on a discretionary basis and providing regular reports to clients.

Christine Messmer is a CFP® professional with 23 years of experience in financial planning and investment advisory services. She has led her own firm, Christine Messmer, P.C., since 2003. The firm provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, as well as small business owners, focusing on cash management, retirement, tax, and estate planning. Christine Messmer, P.C. develops tailored investment policies and pursues long-term purchase strategies using third-party research and proprietary planning software. The firm primarily manages portfolios on a non-discretionary basis, providing clients with regular updates through quarterly meetings and detailed reporting via a secure client portal.

Jason Vavra is a financial advisor at VCM Wealth with 21 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Vavra Capital Management, LLC since 2007. Outside of his advisory work, he serves as a volunteer member of the Investment Committee for the Bloomsburg University Foundation. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis alongside systematic asset allocation, implementing portfolios through proprietary ETF models and conducting regular account reviews.

Shayn Horrocks is a financial advisor at Great Oak Wealth Management, Inc with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Long Financial Group. Outside of his advisory role, he is employed as a delivery driver for DoorDash. Great Oak Wealth Management serves individuals and families, including high-net-worth clients, as well as corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation, fundamental analysis, and mutual fund/ETF selection, with client relationships documented and reviewed regularly.

Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.

David Dewitt is a CFP® with 29 years of industry experience and has been with DeWitt Capital Management since 1998. He holds a Series 63 license and is based in Collegeville, PA. DeWitt Capital Management provides investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, offering both discretionary and non-discretionary portfolio management as well as model portfolio programs. The firm is notable for its focus on master limited partnerships (MLPs) through its Energy Income Strategy and serves as a sub-advisor to other registered investment advisers, utilizing fully digital custodial and model platforms for some clients.

Jeremy Brenn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2007. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis to guide asset allocation and rebalancing.

David Dewitt is a CFP® with eight years of industry experience, currently serving as an advisor at DeWitt Capital Management since 2016. Prior to that, he worked at Sei for two years. DeWitt Capital Management provides investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, offering both discretionary and non-discretionary portfolio management alongside model portfolio programs. The firm is notable for its focus on master limited partnerships within its Energy Income Strategy and serves as a sub-advisor to other registered investment advisers, utilizing digital custodial platforms and incorporating artificial intelligence for operational and client-service tasks.

Ceida Branca is a financial advisor at Limerick Financial Group, LLC with four years of industry experience and holds a Series 65 designation. Prior to joining Limerick Financial Group in 2020, she worked briefly at Merrill Lynch and has experience in education and fitness sectors. Limerick Financial Group serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, bond funds, government securities, and specialty equity approaches, with a focus on asset allocation tailored to client needs.