Jason Pepe is a financial advisor with Stifel in Conshohocken, PA, holding a AIF designation and Series 7, 24, 55, 63 and 66 designations and 23 years of industry experience. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Beyer Jr. is a financial advisor at Paladin Retirement Advisors with 16 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 role, he operates an insurance agency as a sole proprietor, focusing on the sale of fixed insurance products. Paladin Retirement Advisors provides asset management, financial planning, and educational workshops to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm is recognized for its pension consulting services, offering ERISA 3(21) advisory and 3(38) investment management roles, and employs a client-specific investment approach that incorporates fundamental and technical analysis.

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.

Gerald Levin is the sole advisor at GBL Asset Management, Inc., an independent firm based in Huntingdon Valley, PA. He holds 35 years of industry experience and has led the firm since 1985. Levin serves as Secretary of the Philadelphia Chapter of the American Association of Individual Investors, a nonprofit focused on investment education. GBL Asset Management manages approximately $34.3 million for individual and select institutional clients, employing a value-oriented, income-aware investment approach centered on mutual and closed-end funds, fixed-income instruments, and occasional equities. The firm operates primarily on a non-discretionary basis and utilizes block trading and a family-group fee structure.

Jonathan Monroe is a financial advisor at New Wave Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles including a senior account director position at Viant Technology Inc, an advertising technology firm. His background also includes positions at Amazon, The Trade Desk, and SEI Investments Distribution Co. New Wave Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term, discretionary investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, and often utilizes third-party money managers and model portfolios from SEI Private Trust Company.

Shandon Gelbaugh is the sole advisor at Arca Archa, LLC, an independent firm based in Abington, PA. He holds a Series 66 designation and has 21 years of industry experience, including time at Cetera Wealth Services and leading Arca Archa since 2008. Arca Archa serves individuals, high-net-worth clients, and business entities across approximately 41 client relationships, focusing on non-discretionary portfolio management and financial planning. The firm’s investment approach integrates charting, technical, fundamental, and cyclical analysis, with monthly portfolio reviews conducted by Mr. Gelbaugh.

Christopher Glover is a financial advisor with Cerebrum Financial Services, LLC, holding Series 66, Series 65, and Series 63 licenses and 20 years of industry experience. He worked at TradingBlock from 2016 to 2018 and New England Securities in 2008–2009. In addition to his advisory work, he provides business consulting through Cerebrum Strategic Advisors. Cerebrum Financial Services offers standalone financial planning and consulting to clients including investment companies, pension plans, corporations, and individuals. The firm focuses on project- or hourly-based services without managing client assets directly and provides employer-sponsored financial wellness programs and educational seminars.

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.

William Sands Jr is a financial advisor with DEL VAL Retirement and Investment Services Inc and holds Series 65 and Series 66 licenses. He has 13 years of industry experience, including prior roles at PNC Investments and Winthrop Partners. Outside of financial advising, Sands serves on the board of the Plumstead Historical Society and is involved with the Willow Charitable Fund; he also manages a home construction project management business and leads a commercial real estate inspection company. DEL VAL Retirement and Investment Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm customizes investment strategies based on client objectives and uses a range of securities, maintaining discretionary trading authority and quarterly account reviews.

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 at Solebury Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial Group Inc., and Cetera. His activities include licensed insurance sales alongside his advisory role. Solebury Asset Management provides investment advisory services primarily to high-net-worth individuals and corporate clients, including pension and profit-sharing plans. The firm offers tailored portfolio management using a variety of analytical approaches and a broad range of securities, with additional services such as pension consulting and a wrap-fee program.

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.

Kevin Belskie is a CFP® professional at Fat Cat Financial Advisor in Norristown, PA, with seven years of industry experience. He previously worked at The Vanguard Group, Inc. for five years and has held roles across financial services and other fields, including a period as a professional baseball player. He operates an affiliated insurance practice alongside his advisory role. Fat Cat Financial Advisor provides discretionary asset management and customized financial planning primarily to individual and high-net-worth clients. The firm’s investment approach focuses on fundamental analysis and longer-term holdings, with portfolios managed on a discretionary basis and reviewed quarterly.

Peter Elliott is a financial advisor at ALJ Capital, LLC in Cheltenham, PA, holding a Series 65 designation with over 18 years of experience through his work at Charles P. Elliott, PC and ALJ Capital. He maintains a dual role, splitting his time between his advisory practice and an affiliated accounting firm. ALJ Capital provides investment advisory and wealth management services primarily to individuals, high net worth clients, trusts, and estates, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis with a long-term investment orientation, utilizing ETFs, stocks, bonds, and occasionally options or cash hedges, and maintains ongoing client communication while acting as a fiduciary.

Dawn Santoriello is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience, currently operating as the sole advisor at DS Financial Strategies, LLC. Her prior experience includes roles at Efficient Advisors, Sowell Management, and Coinbase Capital Markets, among others. Outside of her advisory work, she engages in paid speaking engagements related to investing and participates as a Fem City Ambassador in a professional networking group. DS Financial Strategies, LLC serves individuals, high-net-worth clients, corporations, charities, and qualified retirement plans by providing comprehensive financial and estate planning, targeted consulting, and retirement plan services. The firm uses third-party investment advisers for portfolio management, focusing on delivering written financial plans and ongoing monitoring rather than direct asset management.

Timothy Powers is the sole advisor at Powers Capital Management in Conshohocken, PA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He founded Powers Capital Management in 2019 after 13 years at Benefit Consultants Group and BCG Securities, Inc., as well as a year at Banc of America Investment Services, Inc. Powers Capital Management is an independent, state-registered investment adviser serving individuals, families, trusts, and small business owners. The firm offers discretionary portfolio management and comprehensive financial planning, employing a combination of strategic and tactical asset allocation, regular rebalancing, and tax-aware strategies across a range of investment types including mutual funds, ETFs, equities, fixed income, and alternative assets.

Wayne Gifford is the sole advisor at Financial Spectrum Inc. in Abington, PA, with 27 years of industry experience. He holds a Series 63 designation and has been with Financial Spectrum Inc. since its founding in 1999. Outside of his advisory role, he is a shareholder partner at Gifford & Uslin PC CPA's, a firm providing accounting, bookkeeping, tax consulting, and computer system services to individuals and small businesses. Financial Spectrum Inc. provides fee-only investment management and financial planning for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a non-discretionary investment approach, utilizing fundamental, technical, and economic analysis to create diversified portfolios tailored to client objectives.