Jamie Dunn is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Facet Wealth, and THE Vanguard Group, Inc. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC, an independent firm based in Philadelphia, PA. He has 13 years of industry experience and has led his firm since 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis with a long-term investment horizon while employing active management and the occasional use of margin borrowing to optimize portfolio timing and allocations.

Matthew Conroy is the principal of Conroy Capital LLC, an independent advisory firm based in Bensalem, PA. He holds a Series 66 designation and has two years of industry experience. Prior to founding Conroy Capital, Conroy held roles at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory work, he is employed by Pro Football Focus. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, offering customized Investment Policy Statements and tailored asset allocations. The firm operates a private hedge fund managed by Conroy and employs both fundamental and technical analysis across a range of asset classes under discretionary authority.

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.

Brody Rosenfeld is a financial advisor with Foundation Financial Planning, LLC in Philadelphia, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Twams Financial Planning, LLC and Green Mountain Energy. Foundation Financial Planning, LLC provides outsourced financial planning and modeling services exclusively to other advisory firms, focusing on data review, cash-flow and Monte Carlo modeling, and goals-based planning. The firm operates on a business-to-business model, offering fixed-fee and hourly engagements without managing assets or exercising investment discretion.

Logan Murray is a CFP® and Series 65 licensed advisor with nine years of industry experience. He is the principal and sole advisor at Pocket Project, where he has worked since 2020. Prior to that, he was with Brighton Jones and myCIO Wealth Partners, LLC. Pocket Project serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, hourly planning, and tax return preparation. The firm uses a Modern Portfolio Theory-based investment process centered on passive vehicles, strategic asset allocation, and periodic tactical adjustments, and it distinguishes itself through a subscription-style pricing model and a broad range of services within a single-advisor practice.

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.

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.

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, 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.

Victor Tran is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Veritable Financials LLC since 2026. He previously worked at PNC Investments for nine years and held positions at Bank of America and Merrill. Veritable Financials is a state-registered independent investment adviser offering discretionary and non-discretionary portfolio management and financial planning to individuals, families, high-net-worth clients, corporations, and trusts. The firm employs strategic asset allocation across five defined strategies and integrates tax-loss harvesting and ESG screening, with a primarily long-term investment approach supported by ongoing portfolio monitoring and rebalancing.

Russell Wild is the sole advisor at Global Portfolios, LLC, an independent firm based in Philadelphia, PA. He holds a Series 65 designation and has 17 years of industry experience, including 16 years with Global Portfolios. In addition to his advisory role, he is a self-employed financial journalist who writes articles and books primarily about investing. Global Portfolios provides referral services to individuals, businesses, and high-net-worth clients, directing them to third-party advisers for portfolio management. The firm emphasizes market efficiency, asset-class allocation, and low-cost indexing, referring clients to vetted fee-only advisers with aligned investment approaches.

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.

Robert Harrison V is the principal of AES Triplex, an independent advisory firm based in Philadelphia, PA. He holds a Series 65 designation and has been with AES Triplex since 2026. Prior to founding the firm, Harrison worked at Jimmy John’s and spent several years at the University of Pennsylvania as well as with Teach for America. AES Triplex provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, utilizing a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative methods. The firm offers discretionary management, prepares Investment Policy Statements for each client, and employs a variety of investment strategies ranging from long-term investing to short-term trading.

Peter Elliott is a Series 65-licensed financial advisor with ALJ Capital, LLC, where he has worked since 2026. He has 18 years of experience with Charles P. Elliott, PC. Elliott also holds CPA and CFE credentials and divides his time between advisory and accounting work. ALJ Capital provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, offering discretionary portfolio management combined with consulting and written financial plans. The firm employs fundamental analysis with a long-term orientation, constructing portfolios from ETFs, individual equities, and bonds, while monitoring accounts and tailoring asset allocation to clients’ goals, time horizons, and risk tolerances.

Timothy Vickrey III is a financial advisor at Bucks Capital Advisers with a Series 65 credential and one year of industry experience. His prior work includes roles at Michigan State University, Andersen Tax, LLC, and various other organizations. Bucks Capital Advisers serves individuals, trusts, pension and profit-sharing plans, non-profits, corporations, and private fund investors. The firm employs a tailored investment process using a variety of securities and analysis methods, combining portfolio management with financial planning and offering access to private funds.

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.

Latanya Savage is a CFA charterholder based in Philadelphia, PA, with six years of industry experience. She previously worked at Dupont Capital Management for ten years. Savage Advisory provides stock-specific advisory services to individual investors, focusing on fundamental analysis and a growth-at-a-reasonable-price (GARP) investment philosophy. The firm offers proprietary stock research, portfolio analysis, and educational seminars, while clients execute transactions through their chosen broker-dealers.

Matthew Tae is the principal of Diversified Human Solutions in Philadelphia, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has led Diversified Human Solutions since 2009, focusing on advisory services related to retirement plans and employee benefits. Outside of advisory work, he is president of a payroll and benefits subsidiary and is involved in insurance and employee benefits consulting. Diversified Human Solutions provides advisory services to retirement-plan stakeholders, plan sponsors, employers, business owners, and individual participants, emphasizing risk-appropriate, diversified portfolios through referrals to independent money managers. The firm integrates employee benefits and insurance consulting with investment advisory services, offering specialized planning and facilitating adviser selection for clients.